Johnson Financial Group Inc (Wisconsin)’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	$244K	Sell	5,286 -1,200	-19%	-$56.8K	0.01%	298
2025 Q4	$295K	Sell	6,486 -2,756	-30%	-$124K	0.01%	278
2025 Q3	$408K	Sell	9,242 -2,888	-24%	-$125K	0.02%	272
2025 Q2	$524K	Sell	12,130 -250	-2%	-$10.4K	0.02%	213
2025 Q1	$491K	Sell	12,380 -1,368	-10%	-$53.9K	0.02%	224
2024 Q4	$535K	Buy	13,748 +85	+0.6%	+$3.33K	0.03%	205
2024 Q3	$567K	Buy	13,663 +1,283	+10%	+$51.1K	0.03%	218
2024 Q2	$483K	Sell	12,380 -1,162	-9%	-$45.5K	0.02%	215
2024 Q1	$537K	Sell	13,542 -10,279	-43%	-$392K	0.03%	182
2023 Q4	$895K	Sell	23,821 -25,202	-51%	-$879K	0.05%	120
2023 Q3	$1.65M	Sell	49,023 -3,400	-6%	-$119K	0.11%	81
2023 Q2	$1.87M	Buy	+52,423	New	+$1.87M	0.13%	80
2021 Q4	–	Sell	-99	Closed	-$4K	–	801
2021 Q3	$4K	Buy	+99	New	+$3.91K	﹤0.01%	598

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

Johnson Financial Group Inc (Wisconsin)'s IQLT Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 19% in Q1 2026, selling an estimated $56.8K and leaving 5,286 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #298.

Johnson Financial Group Inc (Wisconsin) first reported a position in IQLT in Q3 2021 and has held it in 13 quarters since. The position peaked at $1.87M in Q2 2023. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

Johnson Financial Group Inc (Wisconsin) held 5,286 shares of iShares MSCI Intl Quality Factor ETF worth $244K as of Q1 2026.
Johnson Financial Group Inc (Wisconsin) sold 1,200 iShares MSCI Intl Quality Factor ETF shares in Q1 2026, an estimated $56.8K.
iShares MSCI Intl Quality Factor ETF made up 0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #298 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in iShares MSCI Intl Quality Factor ETF in Q3 2021 and has held it in 13 quarters since.
Johnson Financial Group Inc (Wisconsin)'s iShares MSCI Intl Quality Factor ETF position peaked at $1.87M in Q2 2023.
625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.