EWM
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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
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 $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

EPG Wealth Management's IQLT Position: Q1 2026 in Review

EPG Wealth Management reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 92% in Q1 2026, selling an estimated $8.08M and leaving 14,643 shares worth $677K. The position accounts for 0.18% of the portfolio, ranked #128.

EPG Wealth Management first reported a position in IQLT in Q2 2020 and has held it in 23 quarters since. The position peaked at $10.7M in Q1 2024. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

  • EPG Wealth Management held 14,643 shares of iShares MSCI Intl Quality Factor ETF worth $677K as of Q1 2026.
  • EPG Wealth Management sold 170,778 iShares MSCI Intl Quality Factor ETF shares in Q1 2026, an estimated $8.08M.
  • iShares MSCI Intl Quality Factor ETF made up 0.18% of EPG Wealth Management's portfolio in Q1 2026, its #128 holding.
  • EPG Wealth Management first reported a position in iShares MSCI Intl Quality Factor ETF in Q2 2020 and has held it in 23 quarters since.
  • EPG Wealth Management's iShares MSCI Intl Quality Factor ETF position peaked at $10.7M in Q1 2024.
  • 625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.