HB Wealth Management’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

HB Wealth 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	$1.21M	Sell	26,245 -2,854	-10%	-$135K	0.01%	596
2025 Q4	$1.32M	Buy	29,099 +6,128	+27%	+$275K	0.01%	537
2025 Q3	$1.02M	Buy	+22,971	New	+$991K	0.01%	601
2025 Q2	–	Sell	-21,609	Closed	-$858K	–	1233
2025 Q1	$858K	Buy	21,609 +1,247	+6%	+$49.2K	0.01%	585
2024 Q4	$756K	Buy	20,362 +168	+0.8%	+$6.57K	0.01%	482
2024 Q3	$838K	Sell	20,194 -100	-0.5%	-$3.98K	0.01%	439
2024 Q2	$792K	Buy	20,294 +6,226	+44%	+$244K	0.01%	419
2024 Q1	$558K	Hold	14,068	–	–	0.01%	467
2023 Q4	$528K	Buy	14,068 +135	+1%	+$4.71K	0.01%	440
2023 Q3	$468K	Hold	13,933	–	–	0.01%	450
2023 Q2	$496K	Sell	13,933 -725	-5%	-$25.8K	0.01%	417
2023 Q1	$517K	Buy	+14,658	New	+$503K	0.01%	407

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

HB Wealth Management's IQLT Position: Q1 2026 in Review

HB Wealth Management reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 9.8% in Q1 2026, selling an estimated $135K and leaving 26,245 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #596.

HB Wealth Management first reported a position in IQLT in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.32M in Q4 2025. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

HB Wealth Management held 26,245 shares of iShares MSCI Intl Quality Factor ETF worth $1.21M as of Q1 2026.
HB Wealth Management sold 2,854 iShares MSCI Intl Quality Factor ETF shares in Q1 2026, an estimated $135K.
iShares MSCI Intl Quality Factor ETF made up 0.01% of HB Wealth Management's portfolio in Q1 2026, its #596 holding.
HB Wealth Management first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2023 and has held it in 12 quarters since.
HB Wealth Management's iShares MSCI Intl Quality Factor ETF position peaked at $1.32M in Q4 2025.
625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.