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

Peak 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 		– Sell
-4,865
Closed -$221K – 55
2025
Q4 		$221K Buy
+4,865
New +$218K 0.18% 45

Other funds holding IQLT

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Peak Wealth Management sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q1 2026, closing a stake of 4,865 shares — an estimated $221K sold.

Peak Wealth Management first reported a position in IQLT in Q4 2025 and held it in 1 quarter. The position peaked at $221K in Q4 2025. 629 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

  • Peak Wealth Management reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Peak Wealth Management sold 4,865 iShares MSCI Intl Quality Factor ETF shares in Q1 2026, an estimated $221K.
  • Peak Wealth Management first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2025 and held it in 1 quarter.
  • Peak Wealth Management's iShares MSCI Intl Quality Factor ETF position peaked at $221K in Q4 2025.
  • 629 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on Peak Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.