MWM
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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
Q2 		$77.5M Buy
1,564,321
+167,672
+12% +$8.19M 0.92% 20
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
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 22.9% 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

Modern Wealth Management's IQLT Position: Q2 2026 in Review

Modern Wealth Management increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 12% in Q2 2026, buying an estimated $8.19M and bringing the position to 1,564,321 shares worth $77.5M. The position accounts for 0.92% of the portfolio, ranked #20.

Modern Wealth Management first reported a position in IQLT in Q1 2025 and has held it in 6 quarters since. 647 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

  • Modern Wealth Management held 1,564,321 shares of iShares MSCI Intl Quality Factor ETF worth $77.5M as of Q2 2026.
  • Modern Wealth Management bought 167,672 iShares MSCI Intl Quality Factor ETF shares in Q2 2026, an estimated $8.19M.
  • iShares MSCI Intl Quality Factor ETF made up 0.92% of Modern Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Modern Wealth Management first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2025 and has held it in 6 quarters since.
  • 647 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.