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Cornerstone Planning Group’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Cornerstone Planning Group’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 		$62.7K Sell
1,287
-118
-8% -$5.58K 0.01% 347
2025
Q4 		$67.4K Sell
1,405
-197
-12% -$8.83K 0.01% 281
2025
Q3 		$71.6K Buy
1,602
+903
+129% +$39K 0.01% 259
2025
Q2 		$29.3K Buy
699
+78
+13% +$3.24K 0.01% 341
2025
Q1 		$25K Buy
+621
New +$24.5K 0.01% 365

Other funds holding IQLT

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
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
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
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cornerstone Planning Group's IQLT Position: Q1 2026 in Review

Cornerstone Planning Group reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 8.4% in Q1 2026, selling an estimated $5.58K and leaving 1,287 shares worth $62.7K. The position accounts for 0.01% of the portfolio, ranked #347.

Cornerstone Planning Group first reported a position in IQLT in Q1 2025 and has held it in 5 quarters since. The position peaked at $71.6K in Q3 2025. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

  • Cornerstone Planning Group held 1,287 shares of iShares MSCI Intl Quality Factor ETF worth $62.7K as of Q1 2026.
  • Cornerstone Planning Group sold 118 iShares MSCI Intl Quality Factor ETF shares in Q1 2026, an estimated $5.58K.
  • iShares MSCI Intl Quality Factor ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #347 holding.
  • Cornerstone Planning Group first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2025 and has held it in 5 quarters since.
  • Cornerstone Planning Group's iShares MSCI Intl Quality Factor ETF position peaked at $71.6K in Q3 2025.
  • 625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.