Whitney & Co’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Whitney & Co’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	$3.38M	Buy	68,134 +809	+1%	+$39.5K	0.25%	70
2026 Q1	$3.11M	Buy	67,325 +2,943	+5%	+$139K	0.26%	66
2025 Q4	$2.93M	Buy	64,382 +1,191	+2%	+$53.4K	0.23%	70
2025 Q3	$2.79M	Buy	63,191 +6,568	+12%	+$283K	0.25%	64
2025 Q2	$2.45M	Buy	56,623 +4,112	+8%	+$171K	0.24%	63
2025 Q1	$2.08M	Buy	52,511 +10,260	+24%	+$404K	0.22%	63
2024 Q4	$1.57M	Buy	42,251 +14,982	+55%	+$586K	0.16%	61
2024 Q3	$1.13M	Buy	+27,269	New	+$1.09M	0.12%	68

Other funds holding IQLT

EWM

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

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

CIC

Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

DOA

D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Whitney & Co's IQLT Position: Q2 2026 in Review

Whitney & Co increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 1.2% in Q2 2026, buying an estimated $39.5K and bringing the position to 68,134 shares worth $3.38M. The position accounts for 0.25% of the portfolio, ranked #70.

Whitney & Co first reported a position in IQLT in Q3 2024 and has held it in 8 quarters since. 293 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

Whitney & Co held 68,134 shares of iShares MSCI Intl Quality Factor ETF worth $3.38M as of Q2 2026.
Whitney & Co bought 809 iShares MSCI Intl Quality Factor ETF shares in Q2 2026, an estimated $39.5K.
iShares MSCI Intl Quality Factor ETF made up 0.25% of Whitney & Co's portfolio in Q2 2026, its #70 holding.
Whitney & Co first reported a position in iShares MSCI Intl Quality Factor ETF in Q3 2024 and has held it in 8 quarters since.
293 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.