NFP Retirement Inc’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

NFP Retirement Inc’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	$12.2M	Sell	264,498 -7,122	-3%	-$337K	0.73%	33
2025 Q4	$12.3M	Buy	271,620 +7,241	+3%	+$325K	0.75%	32
2025 Q3	$11.7M	Buy	264,379 +16,641	+7%	+$718K	0.75%	32
2025 Q2	$10.7M	Buy	247,738 +15,100	+6%	+$627K	0.71%	33
2025 Q1	$9.23M	Buy	232,638 +12,828	+6%	+$506K	0.73%	28
2024 Q4	$8.16M	Buy	219,810 +10,460	+5%	+$409K	0.64%	32
2024 Q3	$8.69M	Buy	209,350 +9,165	+5%	+$365K	0.7%	29
2024 Q2	$7.82M	Buy	200,185 +8,910	+5%	+$349K	0.66%	31
2024 Q1	$7.59M	Buy	191,275 +925	+0.5%	+$35.3K	0.65%	30
2023 Q4	$7.15M	Buy	190,350 +15,010	+9%	+$524K	1.21%	21
2023 Q3	$5.89M	Buy	175,340 +10,050	+6%	+$353K	1.13%	23
2023 Q2	$5.88M	Buy	165,290 +31,135	+23%	+$1.11M	1.1%	25
2023 Q1	$4.74M	Buy	134,155 +20,600	+18%	+$707K	0.94%	27
2022 Q4	$3.68M	Sell	113,555 -400	-0.4%	-$12.4K	0.81%	30
2022 Q3	$3.17M	Buy	113,955 +17,470	+18%	+$540K	0.78%	35
2022 Q2	$2.98M	Sell	96,485 -3,150	-3%	-$106K	0.76%	38
2022 Q1	$3.67M	Buy	+99,635	New	+$3.69M	0.87%	31

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

NFP Retirement Inc's IQLT Position: Q1 2026 in Review

NFP Retirement Inc reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 2.6% in Q1 2026, selling an estimated $337K and leaving 264,498 shares worth $12.2M. The position accounts for 0.73% of the portfolio, ranked #33.

NFP Retirement Inc first reported a position in IQLT in Q1 2022 and has held it in 17 quarters since. The position peaked at $12.3M in Q4 2025. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

NFP Retirement Inc held 264,498 shares of iShares MSCI Intl Quality Factor ETF worth $12.2M as of Q1 2026.
NFP Retirement Inc sold 7,122 iShares MSCI Intl Quality Factor ETF shares in Q1 2026, an estimated $337K.
iShares MSCI Intl Quality Factor ETF made up 0.73% of NFP Retirement Inc's portfolio in Q1 2026, its #33 holding.
NFP Retirement Inc first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2022 and has held it in 17 quarters since.
NFP Retirement Inc's iShares MSCI Intl Quality Factor ETF position peaked at $12.3M in Q4 2025.
625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.