Montis Financial’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Montis Financial’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	$1.51M	Sell	32,702 -1,399	-4%	-$66.2K	0.31%	48
2025 Q4	$1.55M	Sell	34,101 -2,257	-6%	-$101K	0.31%	48
2025 Q3	$1.61M	Sell	36,358 -2,627	-7%	-$113K	0.37%	46
2025 Q2	$1.68M	Sell	38,985 -891	-2%	-$37K	0.47%	34
2025 Q1	$1.58M	Sell	39,876 -8,798	-18%	-$347K	0.47%	36
2024 Q4	$1.81M	Buy	+48,674	New	+$1.9M	0.56%	36

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

Montis Financial's IQLT Position: Q1 2026 in Review

Montis Financial reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 4.1% in Q1 2026, selling an estimated $66.2K and leaving 32,702 shares worth $1.51M. The position accounts for 0.31% of the portfolio, ranked #48.

Montis Financial first reported a position in IQLT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.81M in Q4 2024. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

Montis Financial held 32,702 shares of iShares MSCI Intl Quality Factor ETF worth $1.51M as of Q1 2026.
Montis Financial sold 1,399 iShares MSCI Intl Quality Factor ETF shares in Q1 2026, an estimated $66.2K.
iShares MSCI Intl Quality Factor ETF made up 0.31% of Montis Financial's portfolio in Q1 2026, its #48 holding.
Montis Financial first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2024 and has held it in 6 quarters since.
Montis Financial's iShares MSCI Intl Quality Factor ETF position peaked at $1.81M in Q4 2024.
625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.