Waverly Advisors’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Waverly Advisors’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
2026 Q2	$1.79M	Sell	36,114 -153	-0.4%	-$7.48K	0.01%	724
2026 Q1	$1.68M	Buy	36,267 +31,295	+629%	+$1.48M	0.01%	681
2025 Q4	$226K	Buy	+4,972	New	+$223K	﹤0.01%	1342
2025 Q3	–	Sell	-18,274	Closed	-$790K	–	1302
2025 Q2	$790K	Hold	18,274	–	–	0.01%	675
2025 Q1	$725K	Buy	+18,274	New	+$720K	0.01%	679

Other funds holding IQLT

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Waverly Advisors's IQLT Position: Q2 2026 in Review

Waverly Advisors reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 0.42% in Q2 2026, selling an estimated $7.48K and leaving 36,114 shares worth $1.79M. The position accounts for 0.01% of the portfolio, ranked #724.

Waverly Advisors first reported a position in IQLT in Q1 2025 and has held it in 5 quarters since. 647 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

Waverly Advisors held 36,114 shares of iShares MSCI Intl Quality Factor ETF worth $1.79M as of Q2 2026.
Waverly Advisors sold 153 iShares MSCI Intl Quality Factor ETF shares in Q2 2026, an estimated $7.48K.
iShares MSCI Intl Quality Factor ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #724 holding.
Waverly Advisors first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2025 and has held it in 5 quarters since.
647 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.