Lantern Wealth Advisors’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Lantern Wealth Advisors’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	$3.54M	Buy	71,405 +2,482	+4%	+$121K	1.62%	18
2026 Q1	$3.19M	Buy	68,923 +568	+0.8%	+$26.9K	1.63%	16
2025 Q4	$3.11M	Buy	68,355 +1,358	+2%	+$60.9K	1.65%	17
2025 Q3	$2.96M	Buy	66,997 +2,505	+4%	+$108K	1.57%	17
2025 Q2	$2.79M	Buy	+64,492	New	+$2.68M	1.66%	15
2024 Q4	$2.47M	Buy	66,534 +645	+1%	+$25.2K	1.6%	16
2024 Q3	$2.23M	Buy	65,889 +465	+0.7%	+$18.5K	1.55%	17
2024 Q2	$2.55M	Buy	65,424 +384	+0.6%	+$15.1K	1.85%	16
2024 Q1	$2.58M	Buy	65,040 +380	+0.6%	+$14.5K	1.81%	16
2023 Q4	$2.43M	Buy	+64,660	New	+$2.26M	1.9%	14

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

Lantern Wealth Advisors's IQLT Position: Q2 2026 in Review

Lantern Wealth Advisors increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 3.6% in Q2 2026, buying an estimated $121K and bringing the position to 71,405 shares worth $3.54M. The position accounts for 1.62% of the portfolio, ranked #18.

Lantern Wealth Advisors first reported a position in IQLT in Q4 2023 and has held it in 10 quarters since. 641 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

Lantern Wealth Advisors held 71,405 shares of iShares MSCI Intl Quality Factor ETF worth $3.54M as of Q2 2026.
Lantern Wealth Advisors bought 2,482 iShares MSCI Intl Quality Factor ETF shares in Q2 2026, an estimated $121K.
iShares MSCI Intl Quality Factor ETF made up 1.62% of Lantern Wealth Advisors's portfolio in Q2 2026, its #18 holding.
Lantern Wealth Advisors first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2023 and has held it in 10 quarters since.
641 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.