Ewing Morris & Co Investment Partners’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Ewing Morris & Co Investment Partners’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	$9.32M	Buy	201,689 +36,414	+22%	+$1.72M	4.2%	4
2025 Q4	$7.6M	Buy	165,275 +25,342	+18%	+$1.14M	3.32%	5
2025 Q3	$6.18M	Buy	139,933 +11,050	+9%	+$477K	2.64%	8
2025 Q2	$5.57M	Buy	128,883 +36,218	+39%	+$1.5M	2.5%	10
2025 Q1	$5.17M	Buy	92,665 +18,820	+25%	+$742K	1.63%	23
2024 Q4	$2.74M	Buy	+73,845	New	+$2.89M	0.95%	30

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

Ewing Morris & Co Investment Partners's IQLT Position: Q1 2026 in Review

Ewing Morris & Co Investment Partners increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 22% in Q1 2026, buying an estimated $1.72M and bringing the position to 201,689 shares worth $9.32M. The position accounts for 4.2% of the portfolio, ranked #4.

Ewing Morris & Co Investment Partners 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.

Ewing Morris & Co Investment Partners held 201,689 shares of iShares MSCI Intl Quality Factor ETF worth $9.32M as of Q1 2026.
Ewing Morris & Co Investment Partners bought 36,414 iShares MSCI Intl Quality Factor ETF shares in Q1 2026, an estimated $1.72M.
iShares MSCI Intl Quality Factor ETF made up 4.2% of Ewing Morris & Co Investment Partners's portfolio in Q1 2026, its #4 holding.
Ewing Morris & Co Investment Partners 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 Ewing Morris & Co Investment Partners's 13F filing for Q1 2026, filed 11 May 2026.