Edge Financial Advisors’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Edge Financial Advisors’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
2025 Q4	–	Sell	-4,617	Closed	-$204K	–	140
2025 Q3	$204K	Sell	4,617 -119	-3%	-$5.13K	0.09%	132
2025 Q2	$205K	Buy	+4,736	New	+$197K	0.11%	122
2025 Q1	–	Sell	-71,476	Closed	-$2.65M	–	109
2024 Q4	$2.65M	Buy	71,476 +13,171	+23%	+$515K	2.37%	7
2024 Q3	$2.42M	Buy	58,305 +9,300	+19%	+$370K	2.14%	12
2024 Q2	$1.91M	Buy	49,005 +23,130	+89%	+$907K	1.98%	13
2024 Q1	$1.03M	Buy	+25,875	New	+$987K	0.9%	35

Other funds holding IQLT

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 22.96% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Edge Financial Advisors's IQLT Position: Q4 2025 in Review

Edge Financial Advisors sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q4 2025, closing a stake of 4,617 shares — an estimated $204K sold.

Edge Financial Advisors first reported a position in IQLT in Q1 2024 and held it in 6 quarters. The position peaked at $2.65M in Q4 2024. 620 funds tracked by Wall St. Rank hold IQLT as of Q4 2025.

Edge Financial Advisors reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q4 2025 after selling out during the quarter.
Edge Financial Advisors sold 4,617 iShares MSCI Intl Quality Factor ETF shares in Q4 2025, an estimated $204K.
Edge Financial Advisors first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2024 and held it in 6 quarters.
Edge Financial Advisors's iShares MSCI Intl Quality Factor ETF position peaked at $2.65M in Q4 2024.
620 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.