Anchor Investment Management’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Anchor Investment Management’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	$34.7K	Hold	750	–	–	﹤0.01%	643
2025 Q4	$34.1K	Hold	750	–	–	﹤0.01%	656
2025 Q3	$33.1K	Hold	750	–	–	﹤0.01%	656
2025 Q2	$32.4K	Hold	750	–	–	﹤0.01%	643
2025 Q1	$29.8K	Sell	750 -25	-3%	-$986	﹤0.01%	652
2024 Q4	$28.8K	Hold	775	–	–	﹤0.01%	651
2024 Q3	$32.2K	Hold	775	–	–	﹤0.01%	634
2024 Q2	$30.3K	Hold	775	–	–	﹤0.01%	584
2024 Q1	$30.7K	Hold	775	–	–	﹤0.01%	609
2023 Q4	$29.1K	Buy	775 +150	+24%	+$5.23K	﹤0.01%	599
2023 Q3	$21K	Buy	625 +325	+108%	+$11.4K	﹤0.01%	645
2023 Q2	$10.7K	Hold	300	–	–	﹤0.01%	728
2023 Q1	$10.6K	Hold	300	–	–	﹤0.01%	738
2022 Q4	$9.72K	Hold	300	–	–	﹤0.01%	723
2022 Q3	$8.33K	Buy	+300	New	+$9.28K	﹤0.01%	744
2017 Q2	–	Sell	-100	Closed	-$2.64K	–	710
2017 Q1	$2.64K	Hold	100	–	–	﹤0.01%	660
2016 Q4	$2.45K	Hold	100	–	–	﹤0.01%	638
2016 Q3	$2.59K	Hold	100	–	–	﹤0.01%	623
2016 Q2	$2.47K	Buy	+100	New	+$2.52K	﹤0.01%	620

Other funds holding IQLT

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 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 New York $70.8B AUM 21.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Anchor Investment Management's IQLT Position: Q1 2026 in Review

Anchor Investment Management held its iShares MSCI Intl Quality Factor ETF (IQLT) position steady in Q1 2026 at 750 shares worth $34.7K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

Anchor Investment Management first reported a position in IQLT in Q2 2016 and has held it in 19 quarters since. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

Anchor Investment Management held 750 shares of iShares MSCI Intl Quality Factor ETF worth $34.7K as of Q1 2026.
Anchor Investment Management left its iShares MSCI Intl Quality Factor ETF share count unchanged in Q1 2026.
iShares MSCI Intl Quality Factor ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #643 holding.
Anchor Investment Management first reported a position in iShares MSCI Intl Quality Factor ETF in Q2 2016 and has held it in 19 quarters since.
625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.