CVA Family Office’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

CVA Family Office’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	$406K	Buy	8,790 +1,078	+14%	+$51K	0.04%	203
2025 Q4	$351K	Buy	7,712 +7,500	+3,538%	+$336K	0.04%	215
2025 Q3	$9.37K	Hold	212	–	–	﹤0.01%	815
2025 Q2	$9.16K	Hold	212	–	–	﹤0.01%	812
2025 Q1	$8.41K	Hold	212	–	–	﹤0.01%	826
2024 Q4	$7.87K	Hold	212	–	–	﹤0.01%	825
2024 Q3	$8.8K	Hold	212	–	–	﹤0.01%	777
2024 Q2	$8.28K	Hold	212	–	–	﹤0.01%	765
2024 Q1	$8.41K	Hold	212	–	–	﹤0.01%	764
2023 Q4	$7.96K	Buy	+212	New	+$7.4K	﹤0.01%	751
2023 Q3	–	Sell	-212	Closed	-$7.55K	–	586
2023 Q2	$7.55K	Hold	212	–	–	﹤0.01%	754
2023 Q1	$7.48K	Hold	212	–	–	﹤0.01%	724
2022 Q4	$6.87K	Hold	212	–	–	﹤0.01%	701
2022 Q3	$6K	Hold	212	–	–	﹤0.01%	695
2022 Q2	$7K	Hold	212	–	–	﹤0.01%	700
2022 Q1	$8K	Hold	212	–	–	﹤0.01%	711
2021 Q4	$8K	Hold	212	–	–	﹤0.01%	686
2021 Q3	$7K	Hold	212	–	–	0.01%	310
2021 Q2	$8K	Hold	212	–	–	﹤0.01%	700
2021 Q1	$8K	Hold	212	–	–	﹤0.01%	551
2020 Q4	$8K	Hold	212	–	–	﹤0.01%	308
2020 Q3	$7K	Hold	212	–	–	0.01%	310
2020 Q2	$6K	Buy	+212	New	+$5.93K	﹤0.01%	279

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

CVA Family Office's IQLT Position: Q1 2026 in Review

CVA Family Office increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 14% in Q1 2026, buying an estimated $51K and bringing the position to 8,790 shares worth $406K. The position accounts for 0.04% of the portfolio, ranked #203.

CVA Family Office first reported a position in IQLT in Q2 2020 and has held it in 23 quarters since. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

CVA Family Office held 8,790 shares of iShares MSCI Intl Quality Factor ETF worth $406K as of Q1 2026.
CVA Family Office bought 1,078 iShares MSCI Intl Quality Factor ETF shares in Q1 2026, an estimated $51K.
iShares MSCI Intl Quality Factor ETF made up 0.04% of CVA Family Office's portfolio in Q1 2026, its #203 holding.
CVA Family Office first reported a position in iShares MSCI Intl Quality Factor ETF in Q2 2020 and has held it in 23 quarters since.
625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.