Middleton & Co’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Middleton & Co’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 Q1	$9.26M	Buy	200,306 +43,839	+28%	+$2.07M	1.06%	32
2025 Q4	$7.11M	Buy	156,467 +8,425	+6%	+$378K	0.76%	43
2025 Q3	$6.54M	Sell	148,042 -6,700	-4%	-$289K	0.71%	45
2025 Q2	$6.69M	Buy	154,742 +8,015	+5%	+$333K	0.75%	43
2025 Q1	$5.82M	Buy	+146,727	New	+$5.78M	0.68%	43

Other funds holding IQLT

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Middleton & Co's IQLT Position: Q1 2026 in Review

Middleton & Co increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 28% in Q1 2026, buying an estimated $2.07M and bringing the position to 200,306 shares worth $9.26M. The position accounts for 1.06% of the portfolio, ranked #32.

Middleton & Co first reported a position in IQLT in Q1 2025 and has held it in 5 quarters since. 626 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

Middleton & Co held 200,306 shares of iShares MSCI Intl Quality Factor ETF worth $9.26M as of Q1 2026.
Middleton & Co bought 43,839 iShares MSCI Intl Quality Factor ETF shares in Q1 2026, an estimated $2.07M.
iShares MSCI Intl Quality Factor ETF made up 1.06% of Middleton & Co's portfolio in Q1 2026, its #32 holding.
Middleton & Co first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2025 and has held it in 5 quarters since.
626 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on Middleton & Co's 13F filing for Q1 2026, filed 8 May 2026.