LNWWM
IQLT icon

Laird Norton Wetherby Wealth Management’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Laird Norton Wetherby 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
2025
Q3 		$413K Sell
9,336
-47
-0.5% -$2.03K 0.02% 645
2025
Q2 		$406K Buy
+9,383
New +$389K 0.02% 638
2024
Q4 		$356K Hold
9,592
– – 0.02% 646
2024
Q3 		$398K Hold
9,592
– – 0.02% 638
2024
Q2 		$375K Sell
9,592
-130
-1% -$5.09K 0.02% 633
2024
Q1 		$386K Hold
9,722
– – 0.02% 652
2023
Q4 		$365K Hold
9,722
– – 0.02% 656
2023
Q3 		$327K Hold
9,722
– – 0.02% 665
2023
Q2 		$346K Hold
9,722
– – 0.02% 662
2023
Q1 		$343K Buy
+9,722
New +$334K 0.02% 661

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 $431B AUM 30.22% 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
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return