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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
Q2 		$3.3M Buy
66,559
+51,762
+350% +$2.53M 0.01% 469
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 $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Morgan Stanley
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

EP Wealth Advisors's IQLT Position: Q2 2026 in Review

EP Wealth Advisors increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 350% in Q2 2026, buying an estimated $2.53M and bringing the position to 66,559 shares worth $3.3M. The position accounts for 0.01% of the portfolio, ranked #469.

EP Wealth Advisors first reported a position in IQLT in Q3 2024 and has held it in 5 quarters since. 644 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

  • EP Wealth Advisors held 66,559 shares of iShares MSCI Intl Quality Factor ETF worth $3.3M as of Q2 2026.
  • EP Wealth Advisors bought 51,762 iShares MSCI Intl Quality Factor ETF shares in Q2 2026, an estimated $2.53M.
  • iShares MSCI Intl Quality Factor ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #469 holding.
  • EP Wealth Advisors first reported a position in iShares MSCI Intl Quality Factor ETF in Q3 2024 and has held it in 5 quarters since.
  • 644 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.