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

Opes 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
Q1 		$2.01M Sell
43,550
-184
-0.4% -$8.71K 0.33% 52
2025
Q4 		$1.99M Buy
43,734
+269
+0.6% +$12.1K 0.32% 54
2025
Q3 		$1.92M Sell
43,465
-364
-0.8% -$15.7K 0.33% 53
2025
Q2 		$1.89M Sell
43,829
-8,231
-16% -$342K 0.34% 53
2025
Q1 		$2.07M Sell
52,060
-4,341
-8% -$171K 0.42% 48
2024
Q4 		$2.09M Buy
56,401
+1,078
+2% +$42.2K 0.43% 47
2024
Q3 		$2.3M Buy
55,323
+1,605
+3% +$63.9K 0.44% 45
2024
Q2 		$2.1M Sell
53,718
-1,249
-2% -$49K 0.44% 44
2024
Q1 		$2.18M Buy
54,967
+4,025
+8% +$154K 0.5% 44
2023
Q4 		$1.91M Buy
50,942
+3,539
+7% +$123K 0.46% 42
2023
Q3 		$1.59M Buy
47,403
+5,148
+12% +$181K 0.44% 45
2023
Q2 		$1.5M Buy
42,255
+3,682
+10% +$131K 0.43% 44
2023
Q1 		$1.36M Buy
38,573
+721
+2% +$24.8K 0.44% 44
2022
Q4 		$1.23M Sell
37,852
-2,546
-6% -$79.1K 0.45% 46
2022
Q3 		$1.12M Buy
40,398
+1,679
+4% +$51.9K 0.45% 43
2022
Q2 		$1.2M Buy
38,719
+1,794
+5% +$60.3K 0.48% 40
2022
Q1 		$1.36M Buy
36,925
+1,541
+4% +$57K 0.44% 43
2021
Q4 		$1.39M Buy
35,384
+2,250
+7% +$88.1K 0.43% 42
2021
Q3 		$1.25M Buy
33,134
+2,095
+7% +$82.8K 0.44% 41
2021
Q2 		$1.2M Sell
31,039
-338
-1% -$13.1K 0.44% 38
2021
Q1 		$1.14M Buy
31,377
+125
+0.4% +$4.53K 0.45% 37
2020
Q4 		$1.11M Buy
31,252
+818
+3% +$27.4K 0.53% 34
2020
Q3 		$953K Buy
30,434
+2,822
+10% +$87.9K 0.46% 38
2020
Q2 		$812K Buy
27,612
+1,476
+6% +$41.3K 0.41% 37
2020
Q1 		$676K Buy
+26,136
New +$782K 0.51% 32

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

Opes Wealth Management's IQLT Position: Q1 2026 in Review

Opes Wealth Management reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 0.42% in Q1 2026, selling an estimated $8.71K and leaving 43,550 shares worth $2.01M. The position accounts for 0.33% of the portfolio, ranked #52.

Opes Wealth Management first reported a position in IQLT in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.3M in Q3 2024. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

  • Opes Wealth Management held 43,550 shares of iShares MSCI Intl Quality Factor ETF worth $2.01M as of Q1 2026.
  • Opes Wealth Management sold 184 iShares MSCI Intl Quality Factor ETF shares in Q1 2026, an estimated $8.71K.
  • iShares MSCI Intl Quality Factor ETF made up 0.33% of Opes Wealth Management's portfolio in Q1 2026, its #52 holding.
  • Opes Wealth Management first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2020 and has held it in 25 quarters since.
  • Opes Wealth Management's iShares MSCI Intl Quality Factor ETF position peaked at $2.3M in Q3 2024.
  • 625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.