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IQLT icon

Cassaday & Co Wealth Management’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Cassaday & Co Wealth Management’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 		$222K Sell
4,796
-103
-2% -$4.87K ﹤0.01% 322
2025
Q4 		$223K Sell
4,899
-247
-5% -$11.1K ﹤0.01% 331
2025
Q3 		$227K Buy
5,146
+350
+7% +$15.1K 0.01% 315
2025
Q2 		$207K Buy
+4,796
New +$199K 0.01% 318

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

Cassaday & Co Wealth Management's IQLT Position: Q1 2026 in Review

Cassaday & Co Wealth Management reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 2.1% in Q1 2026, selling an estimated $4.87K and leaving 4,796 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

Cassaday & Co Wealth Management first reported a position in IQLT in Q2 2025 and has held it in 4 quarters since. The position peaked at $227K in Q3 2025. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

  • Cassaday & Co Wealth Management held 4,796 shares of iShares MSCI Intl Quality Factor ETF worth $222K as of Q1 2026.
  • Cassaday & Co Wealth Management sold 103 iShares MSCI Intl Quality Factor ETF shares in Q1 2026, an estimated $4.87K.
  • iShares MSCI Intl Quality Factor ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #322 holding.
  • Cassaday & Co Wealth Management first reported a position in iShares MSCI Intl Quality Factor ETF in Q2 2025 and has held it in 4 quarters since.
  • Cassaday & Co Wealth Management's iShares MSCI Intl Quality Factor ETF position peaked at $227K in Q3 2025.
  • 625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.