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Everhart Financial Group’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Everhart Financial Group’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 		$236K Buy
4,771
+14
+0.3% +$684 0.02% 426
2026
Q1 		$220K Hold
4,757
– – 0.02% 429
2025
Q4 		$216K Buy
4,757
+9
+0.2% +$403 0.02% 397
2025
Q3 		$210K Sell
4,748
-2,321
-33% -$100K 0.02% 373
2025
Q2 		$306K Buy
+7,069
New +$293K 0.04% 285

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

Everhart Financial Group's IQLT Position: Q2 2026 in Review

Everhart Financial Group increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 0.29% in Q2 2026, buying an estimated $684 and bringing the position to 4,771 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #426.

Everhart Financial Group first reported a position in IQLT in Q2 2025 and has held it in 5 quarters since. The position peaked at $306K in Q2 2025. 644 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

  • Everhart Financial Group held 4,771 shares of iShares MSCI Intl Quality Factor ETF worth $236K as of Q2 2026.
  • Everhart Financial Group bought 14 iShares MSCI Intl Quality Factor ETF shares in Q2 2026, an estimated $684.
  • iShares MSCI Intl Quality Factor ETF made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #426 holding.
  • Everhart Financial Group first reported a position in iShares MSCI Intl Quality Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • Everhart Financial Group's iShares MSCI Intl Quality Factor ETF position peaked at $306K in Q2 2025.
  • 644 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.