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

Congress 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 		$957K Buy
22,152
+2,353
+12% +$97.6K 0.01% 720
2025
Q1 		$786K Buy
+19,799
New +$781K 0.01% 686

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 22.9% 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

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

Congress Wealth Management increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 12% in Q2 2025, buying an estimated $97.6K and bringing the position to 22,152 shares worth $957K. The position accounts for 0.01% of the portfolio, ranked #720.

Congress Wealth Management first reported a position in IQLT in Q1 2025 and has held it in 2 quarters since. 567 funds tracked by Wall St. Rank hold IQLT as of Q2 2025.

  • Congress Wealth Management held 22,152 shares of iShares MSCI Intl Quality Factor ETF worth $957K as of Q2 2025.
  • Congress Wealth Management bought 2,353 iShares MSCI Intl Quality Factor ETF shares in Q2 2025, an estimated $97.6K.
  • iShares MSCI Intl Quality Factor ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #720 holding.
  • Congress Wealth Management first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2025 and has held it in 2 quarters since.
  • 567 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.