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

Wells Financial 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 		$437K Sell
8,816
-510
-5% -$24.9K 4.05% 8
2026
Q1 		$431K Sell
9,326
-1,475
-14% -$69.8K 1.96% 19
2025
Q4 		$491K Sell
10,801
-13,406
-55% -$601K 0.93% 24
2025
Q3 		$1.07M Sell
24,207
-699
-3% -$30.2K 1.43% 22
2025
Q2 		$1.08M Sell
24,906
-1,155
-4% -$47.9K 1.48% 21
2025
Q1 		$1.03M Sell
26,061
-51
-0.2% -$2.01K 1.43% 21
2024
Q4 		$969K Sell
26,112
-4,510
-15% -$176K 1.32% 23
2024
Q3 		$1.27M Sell
30,622
-82,022
-73% -$3.27M 1.72% 18
2024
Q2 		$4.4M Sell
112,644
-19,861
-15% -$778K 2.9% 14
2024
Q1 		$5.26M Buy
132,505
+245
+0.2% +$9.35K 3.58% 13
2023
Q4 		$4.97M Buy
132,260
+1,498
+1% +$52.3K 3.61% 13
2023
Q3 		$4.39M Buy
130,762
+1,519
+1% +$53.3K 3.42% 13
2023
Q2 		$4.6M Buy
129,243
+13,136
+11% +$468K 3.47% 13
2023
Q1 		$4.1M Buy
116,107
+5,245
+5% +$180K 3.27% 11
2022
Q4 		$3.59M Sell
110,862
-10,636
-9% -$330K 2.97% 11
2022
Q3 		$3.38M Buy
121,498
+4,579
+4% +$142K 3.27% 12
2022
Q2 		$3.62M Buy
116,919
+23,668
+25% +$795K 3.26% 11
2022
Q1 		$3.44M Buy
93,251
+1,578
+2% +$58.4K 2.87% 12
2021
Q4 		$3.61M Buy
91,673
+30,379
+50% +$1.19M 2.88% 12
2021
Q3 		$2.32M Buy
61,294
+908
+2% +$35.9K 1.96% 15
2021
Q2 		$2.33M Buy
60,386
+364
+0.6% +$14.1K 1.96% 14
2021
Q1 		$2.19M Buy
+60,022
New +$2.18M 1.96% 14

Other funds holding IQLT

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Morgan Stanley
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Financial Advisors's IQLT Position: Q2 2026 in Review

Wells Financial Advisors reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 5.5% in Q2 2026, selling an estimated $24.9K and leaving 8,816 shares worth $437K. The position accounts for 4.05% of the portfolio, ranked #8.

Wells Financial Advisors first reported a position in IQLT in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.26M in Q1 2024. 644 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

  • Wells Financial Advisors held 8,816 shares of iShares MSCI Intl Quality Factor ETF worth $437K as of Q2 2026.
  • Wells Financial Advisors sold 510 iShares MSCI Intl Quality Factor ETF shares in Q2 2026, an estimated $24.9K.
  • iShares MSCI Intl Quality Factor ETF made up 4.05% of Wells Financial Advisors's portfolio in Q2 2026, its #8 holding.
  • Wells Financial Advisors first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2021 and has held it in 22 quarters since.
  • Wells Financial Advisors's iShares MSCI Intl Quality Factor ETF position peaked at $5.26M in Q1 2024.
  • 644 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on Wells Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.