Donor Advised Charitable Giving’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Donor Advised Charitable Giving’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	–	Sell	-7,090	Closed	-$322K	–	42
2025 Q4	$322K	Buy	+7,090	New	+$318K	0.01%	31
2023 Q2	–	Sell	-7,358	Closed	-$260K	–	35
2023 Q1	$260K	Hold	7,358	–	–	0.02%	38
2022 Q4	$238K	Buy	7,358 +68	+0.9%	+$2.11K	0.04%	40
2022 Q3	$203K	Hold	7,290	–	–	0.04%	39
2022 Q2	$225K	Buy	7,290 +168	+2%	+$5.64K	0.04%	36
2022 Q1	$263K	Hold	7,122	–	–	0.03%	41
2021 Q4	$280K	Buy	7,122 +1,822	+34%	+$71.4K	0.03%	36
2021 Q3	$201K	Buy	+5,300	New	+$210K	0.04%	52

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

Donor Advised Charitable Giving's IQLT Position: Q1 2026 in Review

Donor Advised Charitable Giving sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q1 2026, closing a stake of 7,090 shares — an estimated $322K sold.

Donor Advised Charitable Giving first reported a position in IQLT in Q3 2021 and held it in 8 quarters. The position peaked at $322K in Q4 2025. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

Donor Advised Charitable Giving reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q1 2026 after selling out during the quarter.
Donor Advised Charitable Giving sold 7,090 iShares MSCI Intl Quality Factor ETF shares in Q1 2026, an estimated $322K.
Donor Advised Charitable Giving first reported a position in iShares MSCI Intl Quality Factor ETF in Q3 2021 and held it in 8 quarters.
Donor Advised Charitable Giving's iShares MSCI Intl Quality Factor ETF position peaked at $322K in Q4 2025.
625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on Donor Advised Charitable Giving's 13F filing for Q1 2026, filed 21 Apr 2026.