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

JGP 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 Q2	$836K	Buy	16,875 +5,268	+45%	+$257K	0.08%	118
2026 Q1	$537K	Hold	11,607	–	–	0.06%	141
2025 Q4	$528K	Hold	11,607	–	–	0.06%	146
2025 Q3	$520K	Hold	11,607	–	–	0.06%	140
2025 Q2	$502K	Hold	11,607	–	–	0.06%	135
2025 Q1	$461K	Hold	11,607	–	–	0.06%	129
2024 Q4	$431K	Buy	+11,607	New	+$454K	0.06%	137
2024 Q1	–	Sell	-6,072	Closed	-$228K	–	173
2023 Q4	$228K	Buy	+6,072	New	+$212K	0.03%	159

Other funds holding IQLT

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JGP Wealth Management's IQLT Position: Q2 2026 in Review

JGP Wealth Management increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 45% in Q2 2026, buying an estimated $257K and bringing the position to 16,875 shares worth $836K. The position accounts for 0.08% of the portfolio, ranked #118.

JGP Wealth Management first reported a position in IQLT in Q4 2023 and has held it in 8 quarters since. 644 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

JGP Wealth Management held 16,875 shares of iShares MSCI Intl Quality Factor ETF worth $836K as of Q2 2026.
JGP Wealth Management bought 5,268 iShares MSCI Intl Quality Factor ETF shares in Q2 2026, an estimated $257K.
iShares MSCI Intl Quality Factor ETF made up 0.08% of JGP Wealth Management's portfolio in Q2 2026, its #118 holding.
JGP Wealth Management first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2023 and has held it in 8 quarters since.
644 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.