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Ascent Wealth Partners’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Ascent Wealth Partners’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 		$21.2M Buy
457,635
+36,991
+9% +$1.75M 2.46% 7
2025
Q4 		$19.1M Buy
420,644
+6,142
+1% +$275K 2.2% 8
2025
Q3 		$18.3M Buy
414,502
+19,821
+5% +$855K 2.12% 8
2025
Q2 		$17.1M Sell
394,681
-109,658
-22% -$4.55M 2.11% 7
2025
Q1 		$20M Buy
+504,339
New +$19.9M 2.68% 5

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

Ascent Wealth Partners's IQLT Position: Q1 2026 in Review

Ascent Wealth Partners increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 8.8% in Q1 2026, buying an estimated $1.75M and bringing the position to 457,635 shares worth $21.2M. The position accounts for 2.46% of the portfolio, ranked #7.

Ascent Wealth Partners first reported a position in IQLT in Q1 2025 and has held it in 5 quarters since. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

  • Ascent Wealth Partners held 457,635 shares of iShares MSCI Intl Quality Factor ETF worth $21.2M as of Q1 2026.
  • Ascent Wealth Partners bought 36,991 iShares MSCI Intl Quality Factor ETF shares in Q1 2026, an estimated $1.75M.
  • iShares MSCI Intl Quality Factor ETF made up 2.46% of Ascent Wealth Partners's portfolio in Q1 2026, its #7 holding.
  • Ascent Wealth Partners first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2025 and has held it in 5 quarters since.
  • 625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on Ascent Wealth Partners's 13F filing for Q1 2026, filed 6 May 2026.