Coastal Bridge Advisors’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Coastal Bridge Advisors’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	$20.3M	Buy	438,178 +52,069	+13%	+$2.46M	1.43%	13
2025 Q4	$17.5M	Buy	386,109 +90,309	+31%	+$4.05M	1.31%	14
2025 Q3	$13.1M	Buy	295,800 +50,299	+20%	+$2.17M	0.99%	21
2025 Q2	$10.6M	Buy	245,501 +60,535	+33%	+$2.51M	0.87%	24
2025 Q1	$7.34M	Buy	+184,966	New	+$7.29M	1.81%	9

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

Cerity Partners New York $70.8B AUM 21.68% 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

Coastal Bridge Advisors's IQLT Position: Q1 2026 in Review

Coastal Bridge Advisors increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 13% in Q1 2026, buying an estimated $2.46M and bringing the position to 438,178 shares worth $20.3M. The position accounts for 1.43% of the portfolio, ranked #13.

Coastal Bridge Advisors first reported a position in IQLT in Q1 2025 and has held it in 5 quarters since. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

Coastal Bridge Advisors held 438,178 shares of iShares MSCI Intl Quality Factor ETF worth $20.3M as of Q1 2026.
Coastal Bridge Advisors bought 52,069 iShares MSCI Intl Quality Factor ETF shares in Q1 2026, an estimated $2.46M.
iShares MSCI Intl Quality Factor ETF made up 1.43% of Coastal Bridge Advisors's portfolio in Q1 2026, its #13 holding.
Coastal Bridge Advisors first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2025 and has held it in 5 quarters since.
625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.