EWM
IQLT icon

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

EPG 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 		$732K Buy
14,768
+125
+0.9% +$6.11K 0.18% 121
2026
Q1 		$677K Sell
14,643
-170,778
-92% -$8.08M 0.18% 128
2025
Q4 		$8.43M Buy
185,421
+1,071
+0.6% +$48K 2.27% 7
2025
Q3 		$8.15M Sell
184,350
-695
-0.4% -$30K 2.24% 8
2025
Q2 		$8M Buy
185,045
+1,251
+0.7% +$51.9K 2.4% 7
2025
Q1 		$7.29M Buy
183,794
+3,939
+2% +$155K 2.03% 8
2024
Q4 		$6.68M Sell
179,855
-66,070
-27% -$2.59M 1.76% 9
2024
Q3 		$10.2M Buy
+245,925
New +$9.8M 2.57% 6
2024
Q2 		– Sell
-271,000
Closed -$10.6M – 7
2024
Q1 		$10.7M Sell
271,000
-1,979
-0.7% -$75.5K 2.63% 6
2023
Q4 		$10.1M Buy
272,979
+22,559
+9% +$787K 2.67% 5
2023
Q3 		$8.42M Buy
250,420
+1,596
+0.6% +$56K 2.54% 6
2023
Q2 		$8.86M Sell
248,824
-1,599
-0.6% -$57K 2.62% 6
2023
Q1 		$8.84M Buy
250,423
+646
+0.3% +$22.2K 2.79% 6
2022
Q4 		$8.09M Buy
249,777
+2,307
+0.9% +$71.7K 3.08% 6
2022
Q3 		$6.88M Buy
247,470
+32,137
+15% +$994K 2.82% 7
2022
Q2 		$6.66M Buy
215,333
+1,222
+0.6% +$41.1K 2.84% 5
2022
Q1 		$7.89M Buy
214,111
+19,393
+10% +$718K 2.73% 6
2021
Q4 		$7.67M Buy
194,718
+8,118
+4% +$318K 2.7% 7
2021
Q3 		$7.07M Buy
186,600
+5,141
+3% +$203K 2.84% 6
2021
Q2 		$7M Buy
181,459
+7,626
+4% +$294K 2.97% 7
2021
Q1 		$6.33M Buy
173,833
+67,921
+64% +$2.46M 3.08% 7
2020
Q4 		$3.78M Buy
105,912
+8,625
+9% +$288K 2.27% 7
2020
Q3 		$3.05M Buy
97,287
+10,272
+12% +$320K 2.25% 8
2020
Q2 		$2.56M Buy
+87,015
New +$2.43M 1.81% 10

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

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

EPG Wealth Management increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 0.85% in Q2 2026, buying an estimated $6.11K and bringing the position to 14,768 shares worth $732K. The position accounts for 0.18% of the portfolio, ranked #121.

EPG Wealth Management first reported a position in IQLT in Q2 2020 and has held it in 24 quarters since. The position peaked at $10.7M in Q1 2024. 644 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

  • EPG Wealth Management held 14,768 shares of iShares MSCI Intl Quality Factor ETF worth $732K as of Q2 2026.
  • EPG Wealth Management bought 125 iShares MSCI Intl Quality Factor ETF shares in Q2 2026, an estimated $6.11K.
  • iShares MSCI Intl Quality Factor ETF made up 0.18% of EPG Wealth Management's portfolio in Q2 2026, its #121 holding.
  • EPG Wealth Management first reported a position in iShares MSCI Intl Quality Factor ETF in Q2 2020 and has held it in 24 quarters since.
  • EPG Wealth Management's iShares MSCI Intl Quality Factor ETF position peaked at $10.7M in Q1 2024.
  • 644 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.