Orion Portfolio Solutions’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$1.58M	Buy	39,852 +5,758	+17%	+$227K	0.02%	828
2024 Q4	$1.27M	Buy	34,094 +7,717	+29%	+$302K	0.01%	921
2024 Q3	$1.09M	Buy	+26,377	New	+$1.05M	0.01%	1010
2020 Q3	–	Sell	-1,102	Closed	-$32K	–	1230
2020 Q2	$32K	Sell	1,102 -394	-26%	-$11K	﹤0.01%	813
2020 Q1	$39K	Buy	+1,496	New	+$44.8K	﹤0.01%	647

Other funds holding IQLT

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Orion Portfolio Solutions's IQLT Position: Q1 2025 in Review

Orion Portfolio Solutions increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 17% in Q1 2025, buying an estimated $227K and bringing the position to 39,852 shares worth $1.58M. The position accounts for 0.02% of the portfolio, ranked #828.

Orion Portfolio Solutions first reported a position in IQLT in Q1 2020 and has held it in 5 quarters since. 521 funds tracked by Wall St. Rank hold IQLT as of Q1 2025.

Orion Portfolio Solutions held 39,852 shares of iShares MSCI Intl Quality Factor ETF worth $1.58M as of Q1 2025.
Orion Portfolio Solutions bought 5,758 iShares MSCI Intl Quality Factor ETF shares in Q1 2025, an estimated $227K.
iShares MSCI Intl Quality Factor ETF made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #828 holding.
Orion Portfolio Solutions first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2020 and has held it in 5 quarters since.
521 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.