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Centricity Wealth Management’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Centricity 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
2025
Q2 		$3.11K Buy
72
+18
+33% +$747 ﹤0.01% 398
2025
Q1 		$2.14K Buy
54
+20
+59% +$788 ﹤0.01% 418
2024
Q4 		$1.26K Buy
+34
New +$1.33K ﹤0.01% 433

Other funds holding IQLT

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $1.81T AUM 41.13% 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 $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Centricity Wealth Management's IQLT Position: Q2 2025 in Review

Centricity Wealth Management increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 33% in Q2 2025, buying an estimated $747 and bringing the position to 72 shares worth $3.11K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Centricity Wealth Management first reported a position in IQLT in Q4 2024 and has held it in 3 quarters since. 567 funds tracked by Wall St. Rank hold IQLT as of Q2 2025.

  • Centricity Wealth Management held 72 shares of iShares MSCI Intl Quality Factor ETF worth $3.11K as of Q2 2025.
  • Centricity Wealth Management bought 18 iShares MSCI Intl Quality Factor ETF shares in Q2 2025, an estimated $747.
  • iShares MSCI Intl Quality Factor ETF made up ﹤0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #398 holding.
  • Centricity Wealth Management first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2024 and has held it in 3 quarters since.
  • 567 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.