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

NewEdge Wealth’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 		$31.9M Buy
690,567
+2,071
+0.3% +$98K 0.38% 66
2025
Q4 		$31.3M Sell
688,496
-10,706
-2% -$480K 0.35% 65
2025
Q3 		$31M Sell
699,202
-345,312
-33% -$14.9M 0.44% 51
2025
Q2 		$44.3M Sell
1,044,514
-96,218
-8% -$3.99M 0.69% 31
2025
Q1 		$45.3M Sell
1,140,732
-59,355
-5% -$2.34M 0.82% 25
2024
Q4 		$44.5M Buy
1,200,087
+37,636
+3% +$1.47M 0.77% 25
2024
Q3 		$48.2M Buy
1,162,451
+41,757
+4% +$1.66M 0.87% 20
2024
Q2 		$43.8M Sell
1,120,694
-2,646
-0.2% -$104K 0.95% 17
2024
Q1 		$43M Buy
1,123,340
+120,220
+12% +$4.59M 0.96% 18
2023
Q4 		$37.7M Buy
1,003,120
+102,093
+11% +$3.56M 0.96% 19
2023
Q3 		$30.3M Buy
901,027
+120,955
+16% +$4.24M 0.96% 20
2023
Q2 		$27.8M Buy
780,072
+75,465
+11% +$2.69M 0.93% 20
2023
Q1 		$24.9M Buy
704,607
+137,364
+24% +$4.72M 0.94% 20
2022
Q4 		$18.4M Buy
567,243
+4,562
+0.8% +$142K 0.79% 30
2022
Q3 		$15.6M Buy
562,681
+495,729
+740% +$15.3M 0.74% 31
2022
Q2 		$2.07M Sell
66,952
-5,414
-7% -$182K 0.09% 186
2022
Q1 		$2.67M Sell
72,366
-14,862
-17% -$550K 0.12% 137
2021
Q4 		$3.44M Buy
+87,228
New +$3.42M 0.14% 126

Other funds holding IQLT

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
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
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
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewEdge Wealth's IQLT Position: Q1 2026 in Review

NewEdge Wealth increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 0.3% in Q1 2026, buying an estimated $98K and bringing the position to 690,567 shares worth $31.9M. The position accounts for 0.38% of the portfolio, ranked #66.

NewEdge Wealth first reported a position in IQLT in Q4 2021 and has held it in 18 quarters since. The position peaked at $48.2M in Q3 2024. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

  • NewEdge Wealth held 690,567 shares of iShares MSCI Intl Quality Factor ETF worth $31.9M as of Q1 2026.
  • NewEdge Wealth bought 2,071 iShares MSCI Intl Quality Factor ETF shares in Q1 2026, an estimated $98K.
  • iShares MSCI Intl Quality Factor ETF made up 0.38% of NewEdge Wealth's portfolio in Q1 2026, its #66 holding.
  • NewEdge Wealth first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2021 and has held it in 18 quarters since.
  • NewEdge Wealth's iShares MSCI Intl Quality Factor ETF position peaked at $48.2M in Q3 2024.
  • 625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.