MHB
IQLT icon

Midwest Heritage Bank’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Midwest Heritage Bank’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
Q4 		– Sell
-7,899
Closed -$349K – 60
2025
Q3 		$349K Hold
7,899
– – 0.12% 45
2025
Q2 		$341K Buy
+7,899
New +$328K 0.13% 41

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 $432B AUM 30.22% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Midwest Heritage Bank's IQLT Position: Q4 2025 in Review

Midwest Heritage Bank sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q4 2025, closing a stake of 7,899 shares — an estimated $349K sold.

Midwest Heritage Bank first reported a position in IQLT in Q2 2025 and held it in 2 quarters. The position peaked at $349K in Q3 2025. 617 funds tracked by Wall St. Rank hold IQLT as of Q4 2025.

  • Midwest Heritage Bank reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Midwest Heritage Bank sold 7,899 iShares MSCI Intl Quality Factor ETF shares in Q4 2025, an estimated $349K.
  • Midwest Heritage Bank first reported a position in iShares MSCI Intl Quality Factor ETF in Q2 2025 and held it in 2 quarters.
  • Midwest Heritage Bank's iShares MSCI Intl Quality Factor ETF position peaked at $349K in Q3 2025.
  • 617 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q4 2025.

Based on Midwest Heritage Bank's 13F filing for Q4 2025, filed 4 Feb 2026.