Pinnacle Wealth Management Advisory Group’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Pinnacle Wealth Management Advisory Group’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	$255K	Buy	5,147 +310	+6%	+$15.2K	0.02%	466
2026 Q1	$224K	Hold	4,837	–	–	0.02%	486
2025 Q4	$220K	Hold	4,837	–	–	0.02%	482
2025 Q3	$214K	Sell	4,837 -1,055	-18%	-$45.5K	0.02%	375
2025 Q2	$255K	Hold	5,892	–	–	0.02%	323
2025 Q1	$234K	Sell	5,892 -1,140	-16%	-$44.9K	0.02%	313
2024 Q4	$261K	Hold	7,032	–	–	0.02%	304
2024 Q3	$292K	Buy	7,032 +497	+8%	+$19.8K	0.03%	288
2024 Q2	$255K	Buy	6,535 +65	+1%	+$2.55K	0.03%	294
2024 Q1	$257K	Buy	6,470 +292	+5%	+$11.1K	0.03%	291
2023 Q4	$232K	Sell	6,178 -1,290	-17%	-$45K	0.03%	294
2023 Q3	$251K	Sell	7,468 -12	-0.2%	-$421	0.03%	261
2023 Q2	$266K	Sell	7,480 -845	-10%	-$30.1K	0.03%	260
2023 Q1	$294K	Buy	8,325 +116	+1%	+$3.98K	0.04%	241
2022 Q4	$266K	Buy	+8,209	New	+$255K	0.04%	237
2022 Q2	–	Sell	-6,365	Closed	-$235K	–	294
2022 Q1	$235K	Hold	6,365	–	–	0.03%	255
2021 Q4	$251K	Hold	6,365	–	–	0.04%	236
2021 Q3	$241K	Buy	6,365 +490	+8%	+$19.4K	0.06%	198
2021 Q2	$227K	Hold	5,875	–	–	0.05%	203
2021 Q1	$214K	Hold	5,875	–	–	0.06%	181
2020 Q4	$210K	Buy	+5,875	New	+$196K	0.06%	178

Other funds holding IQLT

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's IQLT Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group 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 5,147 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #466.

Pinnacle Wealth Management Advisory Group 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. 639 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 5,147 shares of iShares MSCI Intl Quality Factor ETF worth $255K as of Q2 2026.
Pinnacle Wealth Management Advisory Group bought 310 iShares MSCI Intl Quality Factor ETF shares in Q2 2026, an estimated $15.2K.
iShares MSCI Intl Quality Factor ETF made up 0.02% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #466 holding.
Pinnacle Wealth Management Advisory Group first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2020 and has held it in 21 quarters since.
Pinnacle Wealth Management Advisory Group's iShares MSCI Intl Quality Factor ETF position peaked at $294K in Q1 2023.
639 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.