Capasso Planning Partners’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Capasso Planning 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	$437K	Buy	9,452 +195	+2%	+$9.22K	0.24%	49
2025 Q4	$421K	Sell	9,257 -1,631	-15%	-$73.1K	0.23%	49
2025 Q3	$481K	Sell	10,888 -2,864	-21%	-$124K	0.3%	44
2025 Q2	$594K	Sell	13,752 -5,208	-27%	-$216K	0.34%	46
2025 Q1	$752K	Sell	18,960 -3,209	-14%	-$127K	0.32%	55
2024 Q4	$823K	Sell	22,169 -15,724	-41%	-$615K	0.33%	50
2024 Q3	$1.57M	Sell	37,893 -6,109	-14%	-$243K	0.46%	42
2024 Q2	$1.72M	Buy	+44,002	New	+$1.72M	0.56%	43

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

Capasso Planning Partners's IQLT Position: Q1 2026 in Review

Capasso Planning Partners increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 2.1% in Q1 2026, buying an estimated $9.22K and bringing the position to 9,452 shares worth $437K. The position accounts for 0.24% of the portfolio, ranked #49.

Capasso Planning Partners first reported a position in IQLT in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.72M in Q2 2024. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

Capasso Planning Partners held 9,452 shares of iShares MSCI Intl Quality Factor ETF worth $437K as of Q1 2026.
Capasso Planning Partners bought 195 iShares MSCI Intl Quality Factor ETF shares in Q1 2026, an estimated $9.22K.
iShares MSCI Intl Quality Factor ETF made up 0.24% of Capasso Planning Partners's portfolio in Q1 2026, its #49 holding.
Capasso Planning Partners first reported a position in iShares MSCI Intl Quality Factor ETF in Q2 2024 and has held it in 8 quarters since.
Capasso Planning Partners's iShares MSCI Intl Quality Factor ETF position peaked at $1.72M in Q2 2024.
625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on Capasso Planning Partners's 13F filing for Q1 2026, filed 27 May 2026.