Ipsen Advisor Group’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Ipsen Advisor 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 Q1	$479K	Hold	10,369	–	–	0.34%	77
2025 Q4	$471K	Sell	10,369 -95	-0.9%	-$4.26K	0.33%	74
2025 Q3	$462K	Sell	10,464 -259	-2%	-$11.2K	0.33%	76
2025 Q2	$463K	Buy	10,723 +181	+2%	+$7.51K	0.35%	73
2025 Q1	$418K	Hold	10,542	–	–	0.36%	70
2024 Q4	$391K	Buy	+10,542	New	+$412K	0.33%	75
2022 Q4	$331K	Buy	+10,219	New	+$317K	0.38%	70

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

Ipsen Advisor Group's IQLT Position: Q1 2026 in Review

Ipsen Advisor Group held its iShares MSCI Intl Quality Factor ETF (IQLT) position steady in Q1 2026 at 10,369 shares worth $479K. The position accounts for 0.34% of the portfolio, ranked #77.

Ipsen Advisor Group first reported a position in IQLT in Q4 2022 and has held it in 7 quarters since. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

Ipsen Advisor Group held 10,369 shares of iShares MSCI Intl Quality Factor ETF worth $479K as of Q1 2026.
Ipsen Advisor Group left its iShares MSCI Intl Quality Factor ETF share count unchanged in Q1 2026.
iShares MSCI Intl Quality Factor ETF made up 0.34% of Ipsen Advisor Group's portfolio in Q1 2026, its #77 holding.
Ipsen Advisor Group first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2022 and has held it in 7 quarters since.
625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on Ipsen Advisor Group's 13F filing for Q1 2026, filed 29 May 2026.