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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
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 $162B AUM 16.35% 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
Bank of America
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
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
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pinnacle Associates's IQLT Position: Q1 2026 in Review

Pinnacle Associates held its iShares MSCI Intl Quality Factor ETF (IQLT) position steady in Q1 2026 at 4,863 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #883.

Pinnacle Associates first reported a position in IQLT in Q4 2020 and has held it in 20 quarters since. The position peaked at $294K in Q1 2023. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

  • Pinnacle Associates held 4,863 shares of iShares MSCI Intl Quality Factor ETF worth $225K as of Q1 2026.
  • Pinnacle Associates left its iShares MSCI Intl Quality Factor ETF share count unchanged in Q1 2026.
  • iShares MSCI Intl Quality Factor ETF made up ﹤0.01% of Pinnacle Associates's portfolio in Q1 2026, its #883 holding.
  • Pinnacle Associates first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2020 and has held it in 20 quarters since.
  • Pinnacle Associates's iShares MSCI Intl Quality Factor ETF position peaked at $294K in Q1 2023.
  • 625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.