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

JDM 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
2025
Q2 		– Sell
-1,104
Closed -$43.8K – 282
2025
Q1 		$43.8K Hold
1,104
– – 0.02% 94
2024
Q4 		$41K Sell
1,104
-140
-11% -$5.48K 0.02% 92
2024
Q3 		$51.6K Buy
+1,244
New +$49.6K 0.03% 85

Other funds holding IQLT

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

JDM Financial Group's IQLT Position: Q2 2025 in Review

JDM Financial Group sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q2 2025, closing a stake of 1,104 shares — an estimated $43.8K sold.

JDM Financial Group first reported a position in IQLT in Q3 2024 and held it in 3 quarters. The position peaked at $51.6K in Q3 2024. 566 funds tracked by Wall St. Rank hold IQLT as of Q2 2025.

  • JDM Financial Group reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q2 2025 after selling out during the quarter.
  • JDM Financial Group sold 1,104 iShares MSCI Intl Quality Factor ETF shares in Q2 2025, an estimated $43.8K.
  • JDM Financial Group first reported a position in iShares MSCI Intl Quality Factor ETF in Q3 2024 and held it in 3 quarters.
  • JDM Financial Group's iShares MSCI Intl Quality Factor ETF position peaked at $51.6K in Q3 2024.
  • 566 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2025.

Based on JDM Financial Group's 13F filing for Q2 2025, filed 4 Aug 2025.