EverSource Wealth Advisors’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

EverSource Wealth Advisors’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	$95.7K	Hold	2,070	–	–	﹤0.01%	1455
2025 Q4	$94.1K	Sell	2,070 -1,259	-38%	-$56.4K	﹤0.01%	1350
2025 Q3	$147K	Buy	3,329 +493	+17%	+$21.3K	0.01%	1074
2025 Q2	$123K	Sell	2,836 -700	-20%	-$29K	0.01%	1085
2025 Q1	$140K	Sell	3,536 -457	-11%	-$18K	0.01%	787
2024 Q4	$148K	Buy	3,993 +534	+15%	+$20.9K	0.01%	771
2024 Q3	$144K	Sell	3,459 -600	-15%	-$23.9K	0.01%	669
2024 Q2	$160K	Buy	4,059 +62	+2%	+$2.43K	0.01%	636
2024 Q1	$151K	Sell	3,997 -674	-14%	-$25.7K	0.01%	576
2023 Q4	$175K	Hold	4,671	–	–	0.02%	468
2023 Q3	$157K	Buy	4,671 +85	+2%	+$2.98K	0.02%	454
2023 Q2	$163K	Buy	+4,586	New	+$163K	0.02%	445

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

EverSource Wealth Advisors's IQLT Position: Q1 2026 in Review

EverSource Wealth Advisors held its iShares MSCI Intl Quality Factor ETF (IQLT) position steady in Q1 2026 at 2,070 shares worth $95.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1455.

EverSource Wealth Advisors first reported a position in IQLT in Q2 2023 and has held it in 12 quarters since. The position peaked at $175K in Q4 2023. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

EverSource Wealth Advisors held 2,070 shares of iShares MSCI Intl Quality Factor ETF worth $95.7K as of Q1 2026.
EverSource Wealth Advisors 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 EverSource Wealth Advisors's portfolio in Q1 2026, its #1455 holding.
EverSource Wealth Advisors first reported a position in iShares MSCI Intl Quality Factor ETF in Q2 2023 and has held it in 12 quarters since.
EverSource Wealth Advisors's iShares MSCI Intl Quality Factor ETF position peaked at $175K in Q4 2023.
625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.