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Phillips Financial Management’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Phillips Financial 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
2025
Q4 		– Sell
-187
Closed -$8.26K – 320
2025
Q3 		$8.26K Buy
+187
New +$8.07K ﹤0.01% 291

Other funds holding IQLT

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Phillips Financial Management's IQLT Position: Q4 2025 in Review

Phillips Financial Management sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q4 2025, closing a stake of 187 shares — an estimated $8.26K sold.

Phillips Financial Management first reported a position in IQLT in Q3 2025 and held it in 1 quarter. The position peaked at $8.26K in Q3 2025. 617 funds tracked by Wall St. Rank hold IQLT as of Q4 2025.

  • Phillips Financial Management reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Phillips Financial Management sold 187 iShares MSCI Intl Quality Factor ETF shares in Q4 2025, an estimated $8.26K.
  • Phillips Financial Management first reported a position in iShares MSCI Intl Quality Factor ETF in Q3 2025 and held it in 1 quarter.
  • Phillips Financial Management's iShares MSCI Intl Quality Factor ETF position peaked at $8.26K in Q3 2025.
  • 617 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q4 2025.

Based on Phillips Financial Management's 13F filing for Q4 2025, filed 26 Jan 2026.