Blue Chip Partners’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Blue Chip 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	$780K	Sell	16,864 -328	-2%	-$15.5K	0.06%	105
2025 Q4	$781K	Buy	17,192 +132	+0.8%	+$5.92K	0.06%	98
2025 Q3	$754K	Sell	17,060 -11	-0.1%	-$475	0.06%	91
2025 Q2	$738K	Buy	17,071 +142	+0.8%	+$5.89K	0.06%	89
2025 Q1	$672K	Sell	16,929 -32,727	-66%	-$1.29M	0.06%	91
2024 Q4	$1.84M	Sell	49,656 -499,257	-91%	-$19.5M	0.16%	68
2024 Q3	$22.8M	Buy	548,913 +19,605	+4%	+$781K	1.98%	22
2024 Q2	$20.7M	Buy	529,308 +33,950	+7%	+$1.33M	1.91%	21
2024 Q1	$19.6M	Buy	495,358 +29,884	+6%	+$1.14M	1.91%	23
2023 Q4	$17.5M	Buy	465,474 +15,928	+4%	+$556K	1.82%	24
2023 Q3	$15.1M	Buy	449,546 +8,292	+2%	+$291K	1.8%	23
2023 Q2	$15.7M	Buy	441,254 +40,538	+10%	+$1.45M	1.79%	30
2023 Q1	$14.1M	Buy	+400,716	New	+$13.8M	1.68%	30

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

Blue Chip Partners's IQLT Position: Q1 2026 in Review

Blue Chip Partners reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 1.9% in Q1 2026, selling an estimated $15.5K and leaving 16,864 shares worth $780K. The position accounts for 0.06% of the portfolio, ranked #105.

Blue Chip Partners first reported a position in IQLT in Q1 2023 and has held it in 13 quarters since. The position peaked at $22.8M in Q3 2024. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

Blue Chip Partners held 16,864 shares of iShares MSCI Intl Quality Factor ETF worth $780K as of Q1 2026.
Blue Chip Partners sold 328 iShares MSCI Intl Quality Factor ETF shares in Q1 2026, an estimated $15.5K.
iShares MSCI Intl Quality Factor ETF made up 0.06% of Blue Chip Partners's portfolio in Q1 2026, its #105 holding.
Blue Chip Partners first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2023 and has held it in 13 quarters since.
Blue Chip Partners's iShares MSCI Intl Quality Factor ETF position peaked at $22.8M in Q3 2024.
625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on Blue Chip Partners's 13F filing for Q1 2026, filed 15 May 2026.