LWM
IQLT icon

Lifetime Wealth Management’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Lifetime 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
2026
Q2 		$2.66M Buy
53,687
+9,902
+23% +$484K 1.55% 20
2026
Q1 		$2.02M Buy
43,785
+1,944
+5% +$92K 1.15% 23
2025
Q4 		$1.9M Buy
+41,841
New +$1.88M 1.19% 25

Other funds holding IQLT

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Morgan Stanley
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Lifetime Wealth Management's IQLT Position: Q2 2026 in Review

Lifetime Wealth Management increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 23% in Q2 2026, buying an estimated $484K and bringing the position to 53,687 shares worth $2.66M. The position accounts for 1.55% of the portfolio, ranked #20.

Lifetime Wealth Management first reported a position in IQLT in Q4 2025 and has held it in 3 quarters since. 639 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

  • Lifetime Wealth Management held 53,687 shares of iShares MSCI Intl Quality Factor ETF worth $2.66M as of Q2 2026.
  • Lifetime Wealth Management bought 9,902 iShares MSCI Intl Quality Factor ETF shares in Q2 2026, an estimated $484K.
  • iShares MSCI Intl Quality Factor ETF made up 1.55% of Lifetime Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Lifetime Wealth Management first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 639 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on Lifetime Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.