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EP Wealth Advisors’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

EP Wealth 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
2026
Q1 		$684K Sell
14,797
-4,589
-24% -$217K ﹤0.01% 777
2025
Q4 		$881K Buy
+19,386
New +$869K ﹤0.01% 654
2025
Q2 		$174K Buy
+4,037
New +$168K ﹤0.01% 1289
2024
Q4 		– Sell
-5,121
Closed -$212K – 1285
2024
Q3 		$212K Buy
+5,121
New +$204K ﹤0.01% 1017

Other funds holding IQLT

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
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
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
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EP Wealth Advisors's IQLT Position: Q1 2026 in Review

EP Wealth Advisors reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 24% in Q1 2026, selling an estimated $217K and leaving 14,797 shares worth $684K. The position accounts for ﹤0.01% of the portfolio, ranked #777.

EP Wealth Advisors first reported a position in IQLT in Q3 2024 and has held it in 4 quarters since. The position peaked at $881K in Q4 2025. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

  • EP Wealth Advisors held 14,797 shares of iShares MSCI Intl Quality Factor ETF worth $684K as of Q1 2026.
  • EP Wealth Advisors sold 4,589 iShares MSCI Intl Quality Factor ETF shares in Q1 2026, an estimated $217K.
  • iShares MSCI Intl Quality Factor ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #777 holding.
  • EP Wealth Advisors first reported a position in iShares MSCI Intl Quality Factor ETF in Q3 2024 and has held it in 4 quarters since.
  • EP Wealth Advisors's iShares MSCI Intl Quality Factor ETF position peaked at $881K in Q4 2025.
  • 625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.