Creative Planning
IQLT icon

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

Creative Planning’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
Q2 		$5.12M Buy
103,239
+21,065
+26% +$1.03M ﹤0.01% 1395
2026
Q1 		$3.8M Buy
82,174
+813
+1% +$38.5K ﹤0.01% 1400
2025
Q4 		$3.7M Buy
81,361
+27,977
+52% +$1.25M ﹤0.01% 1221
2025
Q3 		$2.36M Buy
53,384
+7,333
+16% +$316K ﹤0.01% 1412
2025
Q2 		$1.99M Buy
46,051
+4,959
+12% +$206K ﹤0.01% 1316
2025
Q1 		$1.63M Buy
41,092
+4,210
+11% +$166K ﹤0.01% 1342
2024
Q4 		$1.37M Buy
36,882
+4,859
+15% +$190K ﹤0.01% 1405
2024
Q3 		$1.33M Buy
32,023
+2,854
+10% +$114K ﹤0.01% 1312
2024
Q2 		$1.14M Sell
29,169
-1,188
-4% -$46.6K ﹤0.01% 1315
2024
Q1 		$1.2M Buy
30,357
+3,904
+15% +$149K ﹤0.01% 1215
2023
Q4 		$994K Sell
26,453
-2,925
-10% -$102K ﹤0.01% 1238
2023
Q3 		$987K Buy
29,378
+1,954
+7% +$68.5K ﹤0.01% 1164
2023
Q2 		$976K Buy
27,424
+979
+4% +$34.9K ﹤0.01% 1140
2023
Q1 		$934K Sell
26,445
-3,722
-12% -$128K ﹤0.01% 1117
2022
Q4 		$977K Buy
30,167
+2,964
+11% +$92.1K ﹤0.01% 1048
2022
Q3 		$756K Buy
27,203
+2,993
+12% +$92.6K ﹤0.01% 1095
2022
Q2 		$749K Sell
24,210
-648
-3% -$21.8K ﹤0.01% 1098
2022
Q1 		$916K Buy
24,858
+2,654
+12% +$98.2K ﹤0.01% 1028
2021
Q4 		$874K Sell
22,204
-1,082
-5% -$42.4K ﹤0.01% 1014
2021
Q3 		$882K Buy
23,286
+1,222
+6% +$48.3K ﹤0.01% 1005
2021
Q2 		$851K Buy
22,064
+508
+2% +$19.6K ﹤0.01% 1008
2021
Q1 		$786K Sell
21,556
-238
-1% -$8.63K ﹤0.01% 1175
2020
Q4 		$777K Buy
+21,794
New +$729K ﹤0.01% 1073

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Morgan Stanley
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Creative Planning's IQLT Position: Q2 2026 in Review

Creative Planning increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 26% in Q2 2026, buying an estimated $1.03M and bringing the position to 103,239 shares worth $5.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1395.

Creative Planning first reported a position in IQLT in Q4 2020 and has held it in 23 quarters since. 644 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

  • Creative Planning held 103,239 shares of iShares MSCI Intl Quality Factor ETF worth $5.12M as of Q2 2026.
  • Creative Planning bought 21,065 iShares MSCI Intl Quality Factor ETF shares in Q2 2026, an estimated $1.03M.
  • iShares MSCI Intl Quality Factor ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1395 holding.
  • Creative Planning first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2020 and has held it in 23 quarters since.
  • 644 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.