Planning Strategies Inc.’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Planning Strategies Inc.’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	$10.3M	Buy	+206,966	New	+$10.1M	6.4%	4

Other funds holding IQLT

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

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

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

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

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

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

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

Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return

Silver Coast Investments San Diego, United States $336M AUM 19.53% 1-Year Est. Return

Planning Strategies Inc.'s IQLT Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in iShares MSCI Intl Quality Factor ETF (IQLT) in Q2 2026: 206,966 shares worth $10.3M. The stake represents 6.4% of the portfolio and ranks #4 among its holdings.

244 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

Planning Strategies Inc. held 206,966 shares of iShares MSCI Intl Quality Factor ETF worth $10.3M as of Q2 2026.
iShares MSCI Intl Quality Factor ETF was a new Planning Strategies Inc. position in Q2 2026.
iShares MSCI Intl Quality Factor ETF made up 6.4% of Planning Strategies Inc.'s portfolio in Q2 2026, its #4 holding.
244 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.