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

Oxford Financial Group’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	–	Sell	-271	Closed	-$12.3K	–	313
2025 Q4	$12.3K	Hold	271	–	–	﹤0.01%	271
2025 Q3	$12K	Buy	+271	New	+$11.7K	﹤0.01%	266
2025 Q1	–	Sell	-13,440	Closed	-$499K	–	282
2024 Q4	$499K	Hold	13,440	–	–	0.03%	145
2024 Q3	$558K	Hold	13,440	–	–	0.04%	133
2024 Q2	$525K	Buy	+13,440	New	+$527K	0.03%	148
2024 Q1	–	Sell	-94	Closed	-$3.53K	–	285
2023 Q4	$3.53K	Buy	+94	New	+$3.28K	﹤0.01%	297

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

Oxford Financial Group's IQLT Position: Q1 2026 in Review

Oxford Financial Group sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q1 2026, closing a stake of 271 shares — an estimated $12.3K sold.

Oxford Financial Group first reported a position in IQLT in Q4 2023 and held it in 6 quarters. The position peaked at $558K in Q3 2024. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

Oxford Financial Group reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q1 2026 after selling out during the quarter.
Oxford Financial Group sold 271 iShares MSCI Intl Quality Factor ETF shares in Q1 2026, an estimated $12.3K.
Oxford Financial Group first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2023 and held it in 6 quarters.
Oxford Financial Group's iShares MSCI Intl Quality Factor ETF position peaked at $558K in Q3 2024.
625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.