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

Cherry Tree 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	$221K	Hold	4,770	–	–	0.05%	154
2025 Q4	$217K	Buy	4,770 +113	+2%	+$5.07K	0.05%	159
2025 Q3	$206K	Buy	4,657 +233	+5%	+$10.1K	0.05%	162
2025 Q2	$191K	Hold	4,424	–	–	0.04%	161
2025 Q1	$176K	Buy	4,424 +1,451	+49%	+$57.2K	0.04%	167
2024 Q4	$110K	Hold	2,973	–	–	0.03%	200
2024 Q3	$123K	Hold	2,973	–	–	0.03%	197
2024 Q2	$116K	Buy	2,973 +126	+4%	+$4.94K	0.03%	189
2024 Q1	$113K	Buy	2,847 +420	+17%	+$16K	0.03%	193
2023 Q4	$91.2K	Buy	2,427 +87	+4%	+$3.04K	0.02%	205
2023 Q3	$78.6K	Buy	2,340 +2,224	+1,917%	+$78K	0.02%	203
2023 Q2	$4.13K	Buy	+116	New	+$4.13K	﹤0.01%	429

Other funds holding IQLT

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cherry Tree Wealth Management's IQLT Position: Q1 2026 in Review

Cherry Tree Wealth Management held its iShares MSCI Intl Quality Factor ETF (IQLT) position steady in Q1 2026 at 4,770 shares worth $221K. The position accounts for 0.05% of the portfolio, ranked #154.

Cherry Tree Wealth Management first reported a position in IQLT in Q2 2023 and has held it in 12 quarters since. 627 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

Cherry Tree Wealth Management held 4,770 shares of iShares MSCI Intl Quality Factor ETF worth $221K as of Q1 2026.
Cherry Tree Wealth Management left its iShares MSCI Intl Quality Factor ETF share count unchanged in Q1 2026.
iShares MSCI Intl Quality Factor ETF made up 0.05% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #154 holding.
Cherry Tree Wealth Management first reported a position in iShares MSCI Intl Quality Factor ETF in Q2 2023 and has held it in 12 quarters since.
627 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.