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

Modera 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 Q1	$257K	Sell	5,552 -567	-9%	-$26.8K	﹤0.01%	561
2025 Q4	$278K	Sell	6,119 -16,823	-73%	-$754K	﹤0.01%	557
2025 Q3	$1.01M	Buy	22,942 +2,047	+10%	+$88.3K	0.01%	339
2025 Q2	$903K	Sell	20,895 -479	-2%	-$19.9K	0.01%	345
2025 Q1	$848K	Buy	21,374 +1,173	+6%	+$46.2K	0.01%	342
2024 Q4	$750K	Buy	20,201 +5,934	+42%	+$232K	0.01%	369
2024 Q3	$592K	Sell	14,267 -311	-2%	-$12.4K	0.01%	386
2024 Q2	$569K	Buy	+14,578	New	+$571K	0.01%	376

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

Modera Wealth Management's IQLT Position: Q1 2026 in Review

Modera Wealth Management reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 9.3% in Q1 2026, selling an estimated $26.8K and leaving 5,552 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Modera Wealth Management first reported a position in IQLT in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.01M in Q3 2025. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

Modera Wealth Management held 5,552 shares of iShares MSCI Intl Quality Factor ETF worth $257K as of Q1 2026.
Modera Wealth Management sold 567 iShares MSCI Intl Quality Factor ETF shares in Q1 2026, an estimated $26.8K.
iShares MSCI Intl Quality Factor ETF made up ﹤0.01% of Modera Wealth Management's portfolio in Q1 2026, its #561 holding.
Modera Wealth Management first reported a position in iShares MSCI Intl Quality Factor ETF in Q2 2024 and has held it in 8 quarters since.
Modera Wealth Management's iShares MSCI Intl Quality Factor ETF position peaked at $1.01M in Q3 2025.
625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.