Kovitz Investment Group Partners
IQLT icon

Kovitz Investment Group Partners’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-7,220
Closed -$319K – 872
2025
Q3 		$319K Sell
7,220
-195
-3% -$8.41K ﹤0.01% 1173
2025
Q2 		$320K Buy
7,415
+444
+6% +$18.4K ﹤0.01% 1118
2025
Q1 		$277K Buy
6,971
+326
+5% +$12.9K ﹤0.01% 1078
2024
Q4 		$247K Buy
+6,645
New +$260K ﹤0.01% 1102

Other funds holding IQLT

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Kovitz Investment Group Partners's IQLT Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q4 2025, closing a stake of 7,220 shares — an estimated $319K sold.

Kovitz Investment Group Partners first reported a position in IQLT in Q4 2024 and held it in 4 quarters. The position peaked at $320K in Q2 2025. 617 funds tracked by Wall St. Rank hold IQLT as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 7,220 iShares MSCI Intl Quality Factor ETF shares in Q4 2025, an estimated $319K.
  • Kovitz Investment Group Partners first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's iShares MSCI Intl Quality Factor ETF position peaked at $320K in Q2 2025.
  • 617 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.