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Pinnacle Associates’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Pinnacle Associates’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
Q2 		$256K Buy
5,173
+310
+6% +$15.2K ﹤0.01% 856
2026
Q1 		$225K Hold
4,863
– – ﹤0.01% 883
2025
Q4 		$221K Buy
4,863
+26
+0.5% +$1.17K ﹤0.01% 876
2025
Q3 		$214K Sell
4,837
-1,055
-18% -$45.5K ﹤0.01% 826
2025
Q2 		$255K Hold
5,892
– – ﹤0.01% 776
2025
Q1 		$234K Sell
5,892
-1,140
-16% -$44.9K ﹤0.01% 765
2024
Q4 		$261K Buy
7,032
+854
+14% +$33.4K ﹤0.01% 747
2024
Q3 		$232K Sell
6,178
-357
-5% -$14.2K ﹤0.01% 742
2024
Q2 		$255K Buy
6,535
+65
+1% +$2.55K ﹤0.01% 729
2024
Q1 		$257K Buy
6,470
+292
+5% +$11.1K ﹤0.01% 738
2023
Q4 		$232K Sell
6,178
-1,290
-17% -$45K ﹤0.01% 754
2023
Q3 		$251K Sell
7,468
-12
-0.2% -$421 ﹤0.01% 708
2023
Q2 		$266K Sell
7,480
-845
-10% -$30.1K ﹤0.01% 707
2023
Q1 		$294K Buy
8,325
+116
+1% +$3.98K 0.01% 625
2022
Q4 		$266K Buy
+8,209
New +$255K 0.01% 638
2022
Q2 		– Sell
-6,365
Closed -$235K – 769
2022
Q1 		$235K Hold
6,365
– – ﹤0.01% 724
2021
Q4 		$251K Hold
6,365
– – ﹤0.01% 707
2021
Q3 		$241K Buy
6,365
+490
+8% +$19.4K ﹤0.01% 691
2021
Q2 		$227K Hold
5,875
– – ﹤0.01% 703
2021
Q1 		$214K Hold
5,875
– – ﹤0.01% 692
2020
Q4 		$210K Buy
+5,875
New +$196K ﹤0.01% 666

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Pinnacle Associates's IQLT Position: Q2 2026 in Review

Pinnacle Associates increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 6.4% in Q2 2026, buying an estimated $15.2K and bringing the position to 5,173 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #856.

Pinnacle Associates first reported a position in IQLT in Q4 2020 and has held it in 21 quarters since. The position peaked at $294K in Q1 2023. 644 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

  • Pinnacle Associates held 5,173 shares of iShares MSCI Intl Quality Factor ETF worth $256K as of Q2 2026.
  • Pinnacle Associates bought 310 iShares MSCI Intl Quality Factor ETF shares in Q2 2026, an estimated $15.2K.
  • iShares MSCI Intl Quality Factor ETF made up ﹤0.01% of Pinnacle Associates's portfolio in Q2 2026, its #856 holding.
  • Pinnacle Associates first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2020 and has held it in 21 quarters since.
  • Pinnacle Associates's iShares MSCI Intl Quality Factor ETF position peaked at $294K in Q1 2023.
  • 644 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.