&Partners’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

&Partners’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	$4.3M	Sell	93,067 -5,779	-6%	-$273K	0.02%	575
2025 Q4	$4.49M	Sell	98,846 -7,385	-7%	-$331K	0.02%	532
2025 Q3	$4.7M	Sell	106,231 -25,907	-20%	-$1.12M	0.03%	444
2025 Q2	$5.6M	Sell	132,138 -13,468	-9%	-$559K	0.04%	346
2025 Q1	$5.83M	Sell	145,606 -20,379	-12%	-$803K	0.06%	270
2024 Q4	$6.18M	Buy	165,985 +32,975	+25%	+$1.29M	0.07%	244
2024 Q3	$5.52M	Buy	133,010 +38,630	+41%	+$1.54M	0.11%	190
2024 Q2	$3.69M	Buy	94,380 +5,777	+7%	+$226K	0.16%	141
2024 Q1	$3.51M	Buy	88,603 +33,715	+61%	+$1.29M	0.48%	41
2023 Q4	$2.3M	Buy	+54,888	New	+$1.91M	0.56%	42

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

&Partners's IQLT Position: Q1 2026 in Review

&Partners reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 5.8% in Q1 2026, selling an estimated $273K and leaving 93,067 shares worth $4.3M. The position accounts for 0.02% of the portfolio, ranked #575.

&Partners first reported a position in IQLT in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.18M in Q4 2024. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

&Partners held 93,067 shares of iShares MSCI Intl Quality Factor ETF worth $4.3M as of Q1 2026.
&Partners sold 5,779 iShares MSCI Intl Quality Factor ETF shares in Q1 2026, an estimated $273K.
iShares MSCI Intl Quality Factor ETF made up 0.02% of &Partners's portfolio in Q1 2026, its #575 holding.
&Partners first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2023 and has held it in 10 quarters since.
&Partners's iShares MSCI Intl Quality Factor ETF position peaked at $6.18M in Q4 2024.
625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.