Dopkins Wealth Management’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Dopkins Wealth Management’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	$983K	Sell	19,848 -525	-3%	-$25.7K	0.36%	44
2026 Q1	$942K	Buy	20,373 +48	+0.2%	+$2.27K	0.38%	43
2025 Q4	$924K	Sell	20,325 -480	-2%	-$21.5K	0.38%	41
2025 Q3	$919K	Sell	20,805 -283	-1%	-$12.2K	0.39%	41
2025 Q2	$911K	Sell	21,088 -62	-0.3%	-$2.57K	0.41%	42
2025 Q1	$839K	Buy	21,150 +3,462	+20%	+$136K	0.43%	43
2024 Q4	$657K	Buy	+17,688	New	+$692K	0.33%	47

Other funds holding IQLT

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Dopkins Wealth Management's IQLT Position: Q2 2026 in Review

Dopkins Wealth Management reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 2.6% in Q2 2026, selling an estimated $25.7K and leaving 19,848 shares worth $983K. The position accounts for 0.36% of the portfolio, ranked #44.

Dopkins Wealth Management first reported a position in IQLT in Q4 2024 and has held it in 7 quarters since. 647 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

Dopkins Wealth Management held 19,848 shares of iShares MSCI Intl Quality Factor ETF worth $983K as of Q2 2026.
Dopkins Wealth Management sold 525 iShares MSCI Intl Quality Factor ETF shares in Q2 2026, an estimated $25.7K.
iShares MSCI Intl Quality Factor ETF made up 0.36% of Dopkins Wealth Management's portfolio in Q2 2026, its #44 holding.
Dopkins Wealth Management first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
647 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on Dopkins Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.