Retirement Planning Group (Kansas)’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Retirement Planning Group (Kansas)’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	$15.7M	Sell	339,405 -47,726	-12%	-$2.26M	0.49%	28
2025 Q4	$17.6M	Sell	387,131 -22,370	-5%	-$1M	0.58%	28
2025 Q3	$18.1M	Sell	409,501 -184,416	-31%	-$7.96M	0.63%	28
2025 Q2	$25.7M	Sell	593,917 -120,593	-17%	-$5M	1.09%	18
2025 Q1	$28.4M	Sell	714,510 -1,805,924	-72%	-$71.2M	1.33%	19
2024 Q4	$93.6M	Buy	2,520,434 +322,251	+15%	+$12.6M	4.71%	8
2024 Q3	$91.2M	Buy	2,198,183 +95,303	+5%	+$3.8M	4.97%	7
2024 Q2	$82.1M	Buy	2,102,880 +57,224	+3%	+$2.24M	5.22%	6
2024 Q1	$81.1M	Buy	2,045,656 +23,329	+1%	+$890K	6.21%	6
2023 Q4	$76M	Buy	2,022,327 +42,286	+2%	+$1.48M	6.8%	6
2023 Q3	$66.5M	Buy	1,980,041 +31,718	+2%	+$1.11M	7.07%	6
2023 Q2	$69.4M	Buy	1,948,323 +102,316	+6%	+$3.65M	6.92%	6
2023 Q1	$65.2M	Buy	1,846,007 +64,241	+4%	+$2.21M	6.94%	6
2022 Q4	$57.7M	Sell	1,781,766 -15,109	-0.8%	-$469K	6.59%	6
2022 Q3	$49.9M	Buy	1,796,875 +7,772	+0.4%	+$240K	6.28%	7
2022 Q2	$55.3M	Buy	1,789,103 +147,077	+9%	+$4.94M	6.83%	7
2022 Q1	$60.5M	Buy	1,642,026 +536,665	+49%	+$19.9M	6.62%	7
2021 Q4	$43.5M	Buy	1,105,361 +18,133	+2%	+$710K	4.21%	10
2021 Q3	$41.2M	Buy	1,087,228 +22,109	+2%	+$874K	4.68%	9
2021 Q2	$41.1M	Buy	1,065,119 +148,580	+16%	+$5.74M	4.72%	7
2021 Q1	$33.4M	Buy	916,539 +22,888	+3%	+$830K	4.6%	9
2020 Q4	$31.9M	Sell	893,651 -4,804	-0.5%	-$161K	4.62%	10
2020 Q3	$28.1M	Buy	898,455 +332,010	+59%	+$10.3M	4.59%	9
2020 Q2	$16.7M	Buy	+566,445	New	+$15.8M	3.06%	15

Other funds holding IQLT

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 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 New York $70.8B AUM 21.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Retirement Planning Group (Kansas)'s IQLT Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 12% in Q1 2026, selling an estimated $2.26M and leaving 339,405 shares worth $15.7M. The position accounts for 0.49% of the portfolio, ranked #28.

Retirement Planning Group (Kansas) first reported a position in IQLT in Q2 2020 and has held it in 24 quarters since. The position peaked at $93.6M in Q4 2024. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

Retirement Planning Group (Kansas) held 339,405 shares of iShares MSCI Intl Quality Factor ETF worth $15.7M as of Q1 2026.
Retirement Planning Group (Kansas) sold 47,726 iShares MSCI Intl Quality Factor ETF shares in Q1 2026, an estimated $2.26M.
iShares MSCI Intl Quality Factor ETF made up 0.49% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #28 holding.
Retirement Planning Group (Kansas) first reported a position in iShares MSCI Intl Quality Factor ETF in Q2 2020 and has held it in 24 quarters since.
Retirement Planning Group (Kansas)'s iShares MSCI Intl Quality Factor ETF position peaked at $93.6M in Q4 2024.
625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.