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Capstone Capital’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Capstone Capital’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
2025
Q2 		– Sell
-6,428
Closed -$255K – 24
2025
Q1 		$255K Buy
6,428
+693
+12% +$27.3K 0.2% 20
2024
Q4 		$213K Hold
5,735
– – 0.17% 23
2024
Q3 		$238K Buy
+5,735
New +$228K 0.2% 23

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 $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Capstone Capital's IQLT Position: Q2 2025 in Review

Capstone Capital sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q2 2025, closing a stake of 6,428 shares — an estimated $255K sold.

Capstone Capital first reported a position in IQLT in Q3 2024 and held it in 3 quarters. The position peaked at $255K in Q1 2025. 566 funds tracked by Wall St. Rank hold IQLT as of Q2 2025.

  • Capstone Capital reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Capstone Capital sold 6,428 iShares MSCI Intl Quality Factor ETF shares in Q2 2025, an estimated $255K.
  • Capstone Capital first reported a position in iShares MSCI Intl Quality Factor ETF in Q3 2024 and held it in 3 quarters.
  • Capstone Capital's iShares MSCI Intl Quality Factor ETF position peaked at $255K in Q1 2025.
  • 566 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2025.

Based on Capstone Capital's 13F filing for Q2 2025, filed 15 Jul 2025.