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Montag & Associates’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Montag & Associates’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 		$6.14K Buy
+124
New +$6.06K ﹤0.01% 800
2024
Q4 		– Sell
-1,155
Closed -$47.9K – 1016
2024
Q3 		$47.9K Buy
+1,155
New +$46K ﹤0.01% 623

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

Montag & Associates's IQLT Position: Q2 2026 in Review

Montag & Associates opened a new position in iShares MSCI Intl Quality Factor ETF (IQLT) in Q2 2026: 124 shares worth $6.14K. The stake represents ﹤0.01% of the portfolio and ranks #800 among its holdings. This is a return to the name: Montag & Associates previously reported a position in IQLT as recently as Q3 2024.

Montag & Associates first reported a position in IQLT in Q3 2024 and has held it in 2 quarters since. The position peaked at $47.9K in Q3 2024. 647 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

  • Montag & Associates held 124 shares of iShares MSCI Intl Quality Factor ETF worth $6.14K as of Q2 2026.
  • iShares MSCI Intl Quality Factor ETF was a new Montag & Associates position in Q2 2026.
  • iShares MSCI Intl Quality Factor ETF made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #800 holding.
  • Montag & Associates first reported a position in iShares MSCI Intl Quality Factor ETF in Q3 2024 and has held it in 2 quarters since.
  • Montag & Associates's iShares MSCI Intl Quality Factor ETF position peaked at $47.9K in Q3 2024.
  • 647 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.