EK
IQLT icon

Evensky & Katz’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Evensky & Katz’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 		$4.56M Sell
98,661
-7,934
-7% -$375K 0.26% 30
2025
Q4 		$4.84M Buy
106,595
+205
+0.2% +$9.19K 0.27% 29
2025
Q3 		$4.7M Sell
106,390
-3,629
-3% -$157K 0.27% 28
2025
Q2 		$4.75M Sell
110,019
-10,546
-9% -$438K 0.29% 28
2025
Q1 		$4.79M Sell
120,565
-5,444
-4% -$215K 0.32% 29
2024
Q4 		$4.68M Buy
126,009
+1,038
+0.8% +$40.6K 0.31% 30
2024
Q3 		$5.18M Sell
124,971
-2,953
-2% -$118K 0.34% 25
2024
Q2 		$5M Sell
127,924
-1,448
-1% -$56.8K 0.35% 25
2024
Q1 		$5.13M Buy
129,372
+13,428
+12% +$512K 0.36% 27
2023
Q4 		$4.36M Buy
115,944
+7,953
+7% +$277K 0.33% 28
2023
Q3 		$3.63M Sell
107,991
-57,891
-35% -$2.03M 0.31% 28
2023
Q2 		$5.91M Buy
165,882
+21,637
+15% +$771K 0.45% 25
2023
Q1 		$5.09M Buy
144,245
+73,962
+105% +$2.54M 0.41% 28
2022
Q4 		$2.28M Buy
70,283
+20,013
+40% +$622K 0.21% 36
2022
Q3 		$1.4M Buy
50,270
+20,941
+71% +$648K 0.17% 41
2022
Q2 		$907K Sell
29,329
-635,516
-96% -$21.4M 0.1% 51
2022
Q1 		$24.5M Buy
664,845
+19,317
+3% +$715K 2.42% 15
2021
Q4 		$25.4M Buy
645,528
+21,017
+3% +$823K 2.45% 13
2021
Q3 		$23.7M Buy
624,511
+4,440
+0.7% +$176K 2.47% 14
2021
Q2 		$23.9M Buy
620,071
+40,702
+7% +$1.57M 2.44% 13
2021
Q1 		$21.1M Buy
579,369
+16,586
+3% +$601K 2.33% 13
2020
Q4 		$20.1M Buy
562,783
+29,503
+6% +$986K 2.48% 12
2020
Q3 		$16.7M Sell
533,280
-3,796
-0.7% -$118K 2.26% 13
2020
Q2 		$15.8M Buy
537,076
+4,445
+0.8% +$124K 2.28% 12
2020
Q1 		$13.8M Buy
532,631
+10,344
+2% +$310K 2.16% 13
2019
Q4 		$16.9M Sell
522,287
-5,420
-1% -$168K 2.34% 10
2019
Q3 		$15.7M Buy
527,707
+4,929
+0.9% +$146K 2.14% 11
2019
Q2 		$15.8M Buy
522,778
+13,845
+3% +$410K 2.18% 10
2019
Q1 		$14.8M Buy
508,933
+21,141
+4% +$591K 2.08% 11
2018
Q4 		$12.6M Buy
+487,792
New +$13.2M 2.09% 11

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

Evensky & Katz's IQLT Position: Q1 2026 in Review

Evensky & Katz reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 7.4% in Q1 2026, selling an estimated $375K and leaving 98,661 shares worth $4.56M. The position accounts for 0.26% of the portfolio, ranked #30.

Evensky & Katz first reported a position in IQLT in Q4 2018 and has held it in 30 quarters since. The position peaked at $25.4M in Q4 2021. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

  • Evensky & Katz held 98,661 shares of iShares MSCI Intl Quality Factor ETF worth $4.56M as of Q1 2026.
  • Evensky & Katz sold 7,934 iShares MSCI Intl Quality Factor ETF shares in Q1 2026, an estimated $375K.
  • iShares MSCI Intl Quality Factor ETF made up 0.26% of Evensky & Katz's portfolio in Q1 2026, its #30 holding.
  • Evensky & Katz first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2018 and has held it in 30 quarters since.
  • Evensky & Katz's iShares MSCI Intl Quality Factor ETF position peaked at $25.4M in Q4 2021.
  • 625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on Evensky & Katz's 13F filing for Q1 2026, filed 22 Apr 2026.