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

Worth Financial Advisory Group’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 		– Sell
-10,733
Closed -$488K – 103
2025
Q4 		$488K Sell
10,733
-160
-1% -$7.17K 0.24% 101
2025
Q3 		$481K Buy
10,893
+203
+2% +$8.76K 0.27% 91
2025
Q2 		$462K Sell
10,690
-8
-0.1% -$332 0.28% 89
2025
Q1 		$425K Buy
10,698
+10
+0.1% +$394 0.27% 93
2024
Q4 		$397K Sell
10,688
-500
-4% -$19.6K 0.24% 91
2024
Q3 		$464K Sell
11,188
-64
-0.6% -$2.55K 0.27% 86
2024
Q2 		$439K Sell
11,252
-236
-2% -$9.25K 0.29% 82
2024
Q1 		$456K Hold
11,488
– – 0.32% 80
2023
Q4 		$431K Sell
11,488
-44
-0.4% -$1.53K 0.34% 80
2023
Q3 		$388K Sell
11,532
-230
-2% -$8.07K 0.35% 82
2023
Q2 		$419K Buy
11,762
+10
+0.1% +$356 0.39% 71
2023
Q1 		$415K Sell
11,752
-1,415
-11% -$48.6K 0.4% 70
2022
Q4 		$426K Buy
+13,167
New +$409K 0.5% 57

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

Worth Financial Advisory Group's IQLT Position: Q1 2026 in Review

Worth Financial Advisory Group sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q1 2026, closing a stake of 10,733 shares — an estimated $488K sold.

Worth Financial Advisory Group first reported a position in IQLT in Q4 2022 and held it in 13 quarters. The position peaked at $488K in Q4 2025. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

  • Worth Financial Advisory Group reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Worth Financial Advisory Group sold 10,733 iShares MSCI Intl Quality Factor ETF shares in Q1 2026, an estimated $488K.
  • Worth Financial Advisory Group first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2022 and held it in 13 quarters.
  • Worth Financial Advisory Group's iShares MSCI Intl Quality Factor ETF position peaked at $488K in Q4 2025.
  • 625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on Worth Financial Advisory Group's 13F filing for Q1 2026, filed 4 May 2026.