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YHB Investment Advisors’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

YHB Investment 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 		$2.72M Sell
54,978
-2,232
-4% -$109K 0.17% 109
2026
Q1 		$2.64M Sell
57,210
-63,358
-53% -$3M 0.19% 108
2025
Q4 		$5.48M Buy
120,568
+9,105
+8% +$408K 0.38% 69
2025
Q3 		$4.93M Buy
111,463
+8,415
+8% +$363K 0.36% 72
2025
Q2 		$4.45M Buy
103,048
+13,820
+15% +$573K 0.34% 75
2025
Q1 		$3.54M Buy
89,228
+6,958
+8% +$274K 0.3% 84
2024
Q4 		$3.05M Buy
82,270
+3,137
+4% +$123K 0.25% 91
2024
Q3 		$3.28M Buy
79,133
+4,651
+6% +$185K 0.27% 87
2024
Q2 		$2.91M Buy
74,482
+3,951
+6% +$155K 0.25% 96
2024
Q1 		$2.8M Buy
70,531
+13,727
+24% +$524K 0.25% 93
2023
Q4 		$2.13M Buy
56,804
+3,042
+6% +$106K 0.21% 104
2023
Q3 		$1.81M Buy
53,762
+4,688
+10% +$164K 0.17% 120
2023
Q2 		$1.75M Buy
49,074
+7,903
+19% +$282K 0.16% 124
2023
Q1 		$1.45M Buy
41,171
+3,718
+10% +$128K 0.15% 124
2022
Q4 		$1.21M Buy
+37,453
New +$1.16M 0.13% 133

Other funds holding IQLT

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
AWM
Altus Wealth Management Ft Mitchell, Kentucky $260M AUM 21.69% 1-Year Est. Return

YHB Investment Advisors's IQLT Position: Q2 2026 in Review

YHB Investment Advisors reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 3.9% in Q2 2026, selling an estimated $109K and leaving 54,978 shares worth $2.72M. The position accounts for 0.17% of the portfolio, ranked #109.

YHB Investment Advisors first reported a position in IQLT in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.48M in Q4 2025. 171 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

  • YHB Investment Advisors held 54,978 shares of iShares MSCI Intl Quality Factor ETF worth $2.72M as of Q2 2026.
  • YHB Investment Advisors sold 2,232 iShares MSCI Intl Quality Factor ETF shares in Q2 2026, an estimated $109K.
  • iShares MSCI Intl Quality Factor ETF made up 0.17% of YHB Investment Advisors's portfolio in Q2 2026, its #109 holding.
  • YHB Investment Advisors first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2022 and has held it in 15 quarters since.
  • YHB Investment Advisors's iShares MSCI Intl Quality Factor ETF position peaked at $5.48M in Q4 2025.
  • 171 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.