Robinson Smith Wealth Advisors’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Robinson Smith Wealth Advisors’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	$1.11M	Sell	24,029 -11,816	-33%	-$559K	0.75%	27
2025 Q4	$1.63M	Sell	35,845 -2,312	-6%	-$104K	1.11%	23
2025 Q3	$1.69M	Buy	38,157 +496	+1%	+$21.4K	1.21%	22
2025 Q2	$1.63M	Buy	37,661 +1,615	+4%	+$67K	1.3%	21
2025 Q1	$1.43M	Buy	36,046 +5,824	+19%	+$230K	1.2%	20
2024 Q4	$1.12M	Buy	30,222 +431	+1%	+$16.9K	0.95%	25
2024 Q3	$1.24M	Sell	29,791 -2,410	-7%	-$96K	1.05%	25
2024 Q2	$1.26M	Buy	32,201 +3,847	+14%	+$151K	1.11%	22
2024 Q1	$1.12M	Buy	28,354 +3,947	+16%	+$151K	1.08%	23
2023 Q4	$917K	Buy	+24,407	New	+$851K	0.9%	26

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

Robinson Smith Wealth Advisors's IQLT Position: Q1 2026 in Review

Robinson Smith Wealth Advisors reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 33% in Q1 2026, selling an estimated $559K and leaving 24,029 shares worth $1.11M. The position accounts for 0.75% of the portfolio, ranked #27.

Robinson Smith Wealth Advisors first reported a position in IQLT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.69M in Q3 2025. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

Robinson Smith Wealth Advisors held 24,029 shares of iShares MSCI Intl Quality Factor ETF worth $1.11M as of Q1 2026.
Robinson Smith Wealth Advisors sold 11,816 iShares MSCI Intl Quality Factor ETF shares in Q1 2026, an estimated $559K.
iShares MSCI Intl Quality Factor ETF made up 0.75% of Robinson Smith Wealth Advisors's portfolio in Q1 2026, its #27 holding.
Robinson Smith Wealth Advisors first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2023 and has held it in 10 quarters since.
Robinson Smith Wealth Advisors's iShares MSCI Intl Quality Factor ETF position peaked at $1.69M in Q3 2025.
625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.