Coordinated Financial Services’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Coordinated Financial Services’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	$760K	Hold	16,449	–	–	0.44%	70
2025 Q4	$748K	Buy	16,449 +4,060	+33%	+$182K	0.43%	72
2025 Q3	$547K	Buy	12,389 +3,247	+36%	+$140K	0.35%	86
2025 Q2	$395K	Sell	9,142 -827	-8%	-$34.3K	0.27%	102
2025 Q1	$396K	Sell	9,969 -900	-8%	-$35.5K	0.3%	93
2024 Q4	$403K	Buy	+10,869	New	+$425K	0.31%	89
2024 Q2	$348K	Buy	8,904 +933	+12%	+$36.6K	0.3%	89
2024 Q1	$316K	Buy	+7,971	New	+$304K	0.28%	88

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

Coordinated Financial Services's IQLT Position: Q1 2026 in Review

Coordinated Financial Services held its iShares MSCI Intl Quality Factor ETF (IQLT) position steady in Q1 2026 at 16,449 shares worth $760K. The position accounts for 0.44% of the portfolio, ranked #70.

Coordinated Financial Services first reported a position in IQLT in Q1 2024 and has held it in 8 quarters since. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

Coordinated Financial Services held 16,449 shares of iShares MSCI Intl Quality Factor ETF worth $760K as of Q1 2026.
Coordinated Financial Services left its iShares MSCI Intl Quality Factor ETF share count unchanged in Q1 2026.
iShares MSCI Intl Quality Factor ETF made up 0.44% of Coordinated Financial Services's portfolio in Q1 2026, its #70 holding.
Coordinated Financial Services first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2024 and has held it in 8 quarters since.
625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.