Brandywine Oak Private Wealth’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Brandywine Oak Private Wealth’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	–	Sell	-10,908	Closed	-$496K	–	234
2025 Q4	$496K	Buy	10,908 +4,222	+63%	+$189K	0.04%	149
2025 Q3	$295K	Sell	6,686 -12	-0.2%	-$518	0.03%	196
2025 Q2	$289K	Buy	+6,698	New	+$278K	0.03%	195
2024 Q2	–	Sell	-5,044	Closed	-$200K	–	234
2024 Q1	$200K	Sell	5,044 -2,774	-35%	-$106K	0.02%	235
2023 Q4	$294K	Buy	7,818 +129	+2%	+$4.5K	0.03%	190
2023 Q3	$258K	Buy	7,689 +358	+5%	+$12.6K	0.03%	203
2023 Q2	$261K	Sell	7,331 -208	-3%	-$7.42K	0.03%	216
2023 Q1	$266K	Buy	7,539 +121	+2%	+$4.16K	0.03%	213
2022 Q4	$240K	Sell	7,418 -1,841	-20%	-$57.2K	0.03%	222
2022 Q3	$257K	Buy	9,259 +1,692	+22%	+$52.3K	0.03%	229
2022 Q2	$234K	Sell	7,567 -4,047	-35%	-$136K	0.03%	285
2022 Q1	$428K	Buy	+11,614	New	+$430K	0.05%	211

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

Brandywine Oak Private Wealth's IQLT Position: Q1 2026 in Review

Brandywine Oak Private Wealth sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q1 2026, closing a stake of 10,908 shares — an estimated $496K sold.

Brandywine Oak Private Wealth first reported a position in IQLT in Q1 2022 and held it in 12 quarters. The position peaked at $496K in Q4 2025. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

Brandywine Oak Private Wealth reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q1 2026 after selling out during the quarter.
Brandywine Oak Private Wealth sold 10,908 iShares MSCI Intl Quality Factor ETF shares in Q1 2026, an estimated $496K.
Brandywine Oak Private Wealth first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2022 and held it in 12 quarters.
Brandywine Oak Private Wealth's iShares MSCI Intl Quality Factor ETF position peaked at $496K in Q4 2025.
625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.