Evelyn Partners Asset Management’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Evelyn Partners Asset 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	$2.31K	Hold	50	–	–	﹤0.01%	297
2025 Q4	$2.27K	Hold	50	–	–	﹤0.01%	277
2025 Q3	$2.21K	Hold	50	–	–	﹤0.01%	273
2025 Q2	$2.16K	Hold	50	–	–	﹤0.01%	227
2025 Q1	$1.99K	Hold	50	–	–	﹤0.01%	237
2024 Q4	$1.86K	Buy	+50	New	+$1.96K	﹤0.01%	236

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

Evelyn Partners Asset Management's IQLT Position: Q1 2026 in Review

Evelyn Partners Asset Management held its iShares MSCI Intl Quality Factor ETF (IQLT) position steady in Q1 2026 at 50 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

Evelyn Partners Asset Management first reported a position in IQLT in Q4 2024 and has held it in 6 quarters since. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

Evelyn Partners Asset Management held 50 shares of iShares MSCI Intl Quality Factor ETF worth $2.31K as of Q1 2026.
Evelyn Partners Asset Management left its iShares MSCI Intl Quality Factor ETF share count unchanged in Q1 2026.
iShares MSCI Intl Quality Factor ETF made up ﹤0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #297 holding.
Evelyn Partners Asset Management first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2024 and has held it in 6 quarters since.
625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.