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Cyndeo Wealth Partners’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Cyndeo Wealth Partners’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 		$216K Buy
+4,359
New +$213K 0.01% 488
2024
Q4 		– Sell
-5,014
Closed -$208K – 454
2024
Q3 		$208K Buy
+5,014
New +$200K 0.01% 429

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

Cyndeo Wealth Partners's IQLT Position: Q2 2026 in Review

Cyndeo Wealth Partners opened a new position in iShares MSCI Intl Quality Factor ETF (IQLT) in Q2 2026: 4,359 shares worth $216K. The stake represents 0.01% of the portfolio and ranks #488 among its holdings. This is a return to the name: Cyndeo Wealth Partners previously reported a position in IQLT as recently as Q3 2024.

Cyndeo Wealth Partners first reported a position in IQLT in Q3 2024 and has held it in 2 quarters since. 644 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

  • Cyndeo Wealth Partners held 4,359 shares of iShares MSCI Intl Quality Factor ETF worth $216K as of Q2 2026.
  • iShares MSCI Intl Quality Factor ETF was a new Cyndeo Wealth Partners position in Q2 2026.
  • iShares MSCI Intl Quality Factor ETF made up 0.01% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #488 holding.
  • Cyndeo Wealth Partners first reported a position in iShares MSCI Intl Quality Factor ETF in Q3 2024 and has held it in 2 quarters since.
  • 644 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.