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

Cerity 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	$241M	Buy	5,216,459 +380,929	+8%	+$18M	0.34%	54
2025 Q4	$221M	Buy	4,835,530 +234,402	+5%	+$10.5M	0.32%	61
2025 Q3	$204M	Sell	4,601,128 -17,863	-0.4%	-$771K	0.33%	58
2025 Q2	$200M	Buy	4,618,991 +740,173	+19%	+$30.7M	0.36%	54
2025 Q1	$154M	Buy	3,878,818 +305,519	+9%	+$12M	0.31%	63
2024 Q4	$133M	Sell	3,573,299 -855,683	-19%	-$33.5M	0.29%	74
2024 Q3	$184M	Buy	4,428,982 +146,253	+3%	+$5.83M	0.41%	46
2024 Q2	$167M	Buy	4,282,729 +250,916	+6%	+$9.83M	0.44%	45
2024 Q1	$160M	Buy	4,031,813 +2,286,182	+131%	+$87.2M	0.42%	49
2023 Q4	$65.6M	Buy	1,745,631 +84,879	+5%	+$2.96M	0.22%	112
2023 Q3	$55.8M	Buy	1,660,752 +824,326	+99%	+$28.9M	0.27%	96
2023 Q2	$29.8M	Buy	836,426 +37,450	+5%	+$1.34M	0.12%	174
2023 Q1	$28.5M	Buy	798,976 +37,784	+5%	+$1.3M	0.07%	196
2022 Q4	$24.7M	Buy	761,192 +17,511	+2%	+$544K	0.16%	139
2022 Q3	$20.7M	Buy	743,681 +20,072	+3%	+$621K	0.25%	83
2022 Q2	$22.4M	Buy	+723,609	New	+$24.3M	0.25%	84

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cerity Partners's IQLT Position: Q1 2026 in Review

Cerity Partners increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 7.9% in Q1 2026, buying an estimated $18M and bringing the position to 5,216,459 shares worth $241M. The position accounts for 0.34% of the portfolio, ranked #54.

Cerity Partners first reported a position in IQLT in Q2 2022 and has held it in 16 quarters since. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

Cerity Partners held 5,216,459 shares of iShares MSCI Intl Quality Factor ETF worth $241M as of Q1 2026.
Cerity Partners bought 380,929 iShares MSCI Intl Quality Factor ETF shares in Q1 2026, an estimated $18M.
iShares MSCI Intl Quality Factor ETF made up 0.34% of Cerity Partners's portfolio in Q1 2026, its #54 holding.
Cerity Partners first reported a position in iShares MSCI Intl Quality Factor ETF in Q2 2022 and has held it in 16 quarters since.
625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.