Ehrlich Financial Group’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Ehrlich Financial Group’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	-57,673	Closed	-$2.62M	–	117
2025 Q4	$2.62M	Buy	57,673 +14,923	+35%	+$669K	1.49%	21
2025 Q3	$1.89M	Sell	42,750 -860	-2%	-$37.1K	1.12%	26
2025 Q2	$1.88M	Buy	43,610 +10,472	+32%	+$435K	1.22%	25
2025 Q1	$1.32M	Buy	33,138 +17,499	+112%	+$690K	0.96%	30
2024 Q4	$581K	Sell	15,639 -403	-3%	-$15.8K	0.41%	49
2024 Q3	$666K	Sell	16,042 -3,570	-18%	-$142K	0.47%	44
2024 Q2	$766K	Sell	19,612 -2,414	-11%	-$94.6K	0.6%	37
2024 Q1	$874K	Sell	22,026 -1,698	-7%	-$64.8K	0.74%	30
2023 Q4	$891K	Buy	+23,724	New	+$828K	0.89%	30

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

Ehrlich Financial Group's IQLT Position: Q1 2026 in Review

Ehrlich Financial Group sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q1 2026, closing a stake of 57,673 shares — an estimated $2.62M sold.

Ehrlich Financial Group first reported a position in IQLT in Q4 2023 and held it in 9 quarters. The position peaked at $2.62M in Q4 2025. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

Ehrlich Financial Group reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q1 2026 after selling out during the quarter.
Ehrlich Financial Group sold 57,673 iShares MSCI Intl Quality Factor ETF shares in Q1 2026, an estimated $2.62M.
Ehrlich Financial Group first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2023 and held it in 9 quarters.
Ehrlich Financial Group's iShares MSCI Intl Quality Factor ETF position peaked at $2.62M in Q4 2025.
625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on Ehrlich Financial Group's 13F filing for Q1 2026, filed 9 Apr 2026.