WFA
IQLT icon

Wade Financial Advisory’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Wade Financial Advisory’s Portfolio IQLT Stock Details IQLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$10.2M Buy
255,861
+2,063
+0.8% +$81.3K 3.48% 8
2024
Q4 		$9.42M Buy
253,798
+9,296
+4% +$364K 3.19% 8
2024
Q3 		$10.1M Buy
244,502
+11,918
+5% +$475K 3.41% 8
2024
Q2 		$9.08M Buy
232,584
+5,964
+3% +$234K 3.27% 8
2024
Q1 		$8.99M Buy
226,620
+14,692
+7% +$560K 3.28% 8
2023
Q4 		$7.96M Sell
211,928
-7,820
-4% -$273K 3.01% 9
2023
Q3 		$7.39M Buy
219,748
+6,043
+3% +$212K 3.16% 9
2023
Q2 		$7.61M Buy
213,705
+7,897
+4% +$282K 3.01% 10
2023
Q1 		$7.27M Buy
205,808
+4,621
+2% +$159K 3.05% 10
2022
Q4 		$6.52M Sell
201,187
-30,618
-13% -$951K 2.95% 10
2022
Q3 		$6.44M Buy
231,805
+34,935
+18% +$1.08M 3.23% 8
2022
Q2 		$6.09M Buy
196,870
+28,104
+17% +$944K 2.89% 7
2022
Q1 		$6.22M Buy
168,766
+26,529
+19% +$982K 2.67% 10
2021
Q4 		$5.6M Buy
142,237
+3,644
+3% +$143K 2.91% 8
2021
Q3 		$5.25M Sell
138,593
-3,584
-3% -$142K 2.96% 9
2021
Q2 		$5.48M Buy
142,177
+10,952
+8% +$423K 3% 8
2021
Q1 		$4.78M Buy
131,225
+88
+0.1% +$3.19K 3.02% 9
2020
Q4 		$4.68M Buy
131,137
+958
+0.7% +$32K 3.14% 8
2020
Q3 		$4.08M Buy
130,179
+5,896
+5% +$184K 3.21% 8
2020
Q2 		$3.65M Buy
124,283
+35,828
+41% +$1M 3.16% 8
2020
Q1 		$2.29M Sell
88,455
-37,737
-30% -$1.13M 2.28% 16
2019
Q4 		$4.08M Buy
+126,192
New +$3.9M 3.6% 8

Other funds holding IQLT

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wade Financial Advisory's IQLT Position: Q1 2025 in Review

Wade Financial Advisory increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 0.81% in Q1 2025, buying an estimated $81.3K and bringing the position to 255,861 shares worth $10.2M. The position accounts for 3.48% of the portfolio, ranked #8.

Wade Financial Advisory first reported a position in IQLT in Q4 2019 and has held it in 22 quarters since. 521 funds tracked by Wall St. Rank hold IQLT as of Q1 2025.

  • Wade Financial Advisory held 255,861 shares of iShares MSCI Intl Quality Factor ETF worth $10.2M as of Q1 2025.
  • Wade Financial Advisory bought 2,063 iShares MSCI Intl Quality Factor ETF shares in Q1 2025, an estimated $81.3K.
  • iShares MSCI Intl Quality Factor ETF made up 3.48% of Wade Financial Advisory's portfolio in Q1 2025, its #8 holding.
  • Wade Financial Advisory first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2019 and has held it in 22 quarters since.
  • 521 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.