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

Modern 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	$65.5M	Buy	1,396,649 +368,864	+36%	+$17.5M	1.12%	19
2025 Q4	$46.7M	Buy	1,027,785 +2,955	+0.3%	+$132K	0.85%	27
2025 Q3	$45.3M	Buy	1,024,830 +625,408	+157%	+$27M	0.9%	26
2025 Q2	$17.3M	Buy	399,422 +17,202	+5%	+$714K	0.42%	58
2025 Q1	$15.2M	Buy	+382,220	New	+$15.1M	0.48%	49

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

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

Modern Wealth Management increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 36% in Q1 2026, buying an estimated $17.5M and bringing the position to 1,396,649 shares worth $65.5M. The position accounts for 1.12% of the portfolio, ranked #19.

Modern Wealth Management first reported a position in IQLT in Q1 2025 and has held it in 5 quarters since. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

Modern Wealth Management held 1,396,649 shares of iShares MSCI Intl Quality Factor ETF worth $65.5M as of Q1 2026.
Modern Wealth Management bought 368,864 iShares MSCI Intl Quality Factor ETF shares in Q1 2026, an estimated $17.5M.
iShares MSCI Intl Quality Factor ETF made up 1.12% of Modern Wealth Management's portfolio in Q1 2026, its #19 holding.
Modern Wealth Management first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2025 and has held it in 5 quarters since.
625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.