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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
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Waverly Advisors's IQLT Position: Q1 2026 in Review

Waverly Advisors increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 629% in Q1 2026, buying an estimated $1.48M and bringing the position to 36,267 shares worth $1.68M. The position accounts for 0.01% of the portfolio, ranked #681.

Waverly Advisors first reported a position in IQLT in Q1 2025 and has held it in 4 quarters since. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

  • Waverly Advisors held 36,267 shares of iShares MSCI Intl Quality Factor ETF worth $1.68M as of Q1 2026.
  • Waverly Advisors bought 31,295 iShares MSCI Intl Quality Factor ETF shares in Q1 2026, an estimated $1.48M.
  • iShares MSCI Intl Quality Factor ETF made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #681 holding.
  • Waverly Advisors first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2025 and has held it in 4 quarters since.
  • 625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.