Key Financial Inc’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Key Financial Inc’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	$267K	Sell	5,777 -51	-0.9%	-$2.41K	0.05%	253
2025 Q4	$265K	Buy	5,828 +154	+3%	+$6.9K	0.05%	250
2025 Q3	$253K	Buy	5,674 +692	+14%	+$29.9K	0.05%	252
2025 Q2	$215K	Hold	4,982	–	–	0.04%	264
2025 Q1	$198K	Hold	4,982	–	–	0.04%	267
2024 Q4	$185K	Hold	4,982	–	–	0.04%	265
2024 Q3	$207K	Hold	4,982	–	–	0.05%	247
2024 Q2	$195K	Hold	4,982	–	–	0.05%	248
2024 Q1	$198K	Hold	4,982	–	–	0.05%	232
2023 Q4	$187K	Hold	4,982	–	–	0.05%	228
2023 Q3	$167K	Hold	4,982	–	–	0.06%	223
2023 Q2	$177K	Hold	4,982	–	–	0.06%	223
2023 Q1	$176K	Hold	4,982	–	–	0.06%	211
2022 Q4	$138K	Hold	4,982	–	–	0.07%	209
2022 Q3	$138K	Hold	4,982	–	–	0.06%	211
2022 Q2	$154K	Buy	+4,982	New	+$167K	0.08%	183

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

Key Financial Inc's IQLT Position: Q1 2026 in Review

Key Financial Inc reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 0.88% in Q1 2026, selling an estimated $2.41K and leaving 5,777 shares worth $267K. The position accounts for 0.05% of the portfolio, ranked #253.

Key Financial Inc first reported a position in IQLT in Q2 2022 and has held it in 16 quarters since. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

Key Financial Inc held 5,777 shares of iShares MSCI Intl Quality Factor ETF worth $267K as of Q1 2026.
Key Financial Inc sold 51 iShares MSCI Intl Quality Factor ETF shares in Q1 2026, an estimated $2.41K.
iShares MSCI Intl Quality Factor ETF made up 0.05% of Key Financial Inc's portfolio in Q1 2026, its #253 holding.
Key Financial Inc first reported a position in iShares MSCI Intl Quality Factor ETF in Q2 2022 and has held it in 16 quarters since.
625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.