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Marshall Financial Group (Maryland)’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Marshall Financial Group (Maryland)’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 		$12.9M Buy
260,992
+5,774
+2% +$282K 1.89% 15
2026
Q1 		$11.8M Buy
255,218
+348
+0.1% +$16.5K 1.89% 15
2025
Q4 		$11.6M Buy
254,870
+5,662
+2% +$254K 2.25% 11
2025
Q3 		$11M Buy
249,208
+6,842
+3% +$295K 2.15% 11
2025
Q2 		$10.4M Buy
242,366
+3,905
+2% +$162K 2.04% 12
2025
Q1 		$9.46M Buy
238,461
+18,807
+9% +$741K 2.07% 11
2024
Q4 		$8.15M Buy
219,654
+3,188
+1% +$125K 1.97% 10
2024
Q3 		$8.98M Sell
216,466
-846
-0.4% -$33.7K 2.15% 9
2024
Q2 		$8.49M Sell
217,312
-5,229
-2% -$205K 2.37% 9
2024
Q1 		$8.83M Buy
222,541
+7,362
+3% +$281K 2.54% 7
2023
Q4 		$8.08M Buy
215,179
+11,755
+6% +$410K 2.61% 6
2023
Q3 		$6.84M Sell
203,424
-4,630
-2% -$162K 2.46% 8
2023
Q2 		$7.41M Buy
208,054
+6,474
+3% +$231K 2.53% 7
2023
Q1 		$7.12M Buy
201,580
+101,284
+101% +$3.48M 2.55% 7
2022
Q4 		$3.25M Buy
100,296
+13,899
+16% +$432K 1.26% 17
2022
Q3 		$2.4M Buy
86,397
+4,560
+6% +$141K 1.01% 18
2022
Q2 		$2.53M Buy
81,837
+60,040
+275% +$2.02M 1.01% 17
2022
Q1 		$804K Buy
21,797
+10,769
+98% +$399K 0.33% 110
2021
Q4 		$434K Buy
+11,028
New +$432K 0.16% 157

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

Marshall Financial Group (Maryland)'s IQLT Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 2.3% in Q2 2026, buying an estimated $282K and bringing the position to 260,992 shares worth $12.9M. The position accounts for 1.89% of the portfolio, ranked #15.

Marshall Financial Group (Maryland) first reported a position in IQLT in Q4 2021 and has held it in 19 quarters since. 639 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

  • Marshall Financial Group (Maryland) held 260,992 shares of iShares MSCI Intl Quality Factor ETF worth $12.9M as of Q2 2026.
  • Marshall Financial Group (Maryland) bought 5,774 iShares MSCI Intl Quality Factor ETF shares in Q2 2026, an estimated $282K.
  • iShares MSCI Intl Quality Factor ETF made up 1.89% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #15 holding.
  • Marshall Financial Group (Maryland) first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2021 and has held it in 19 quarters since.
  • 639 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.