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Root Financial Partners’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Root Financial Partners’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 		– Sell
-1,039
Closed -$48.1K – 1785
2026
Q1 		$48.1K Sell
1,039
-7
-0.7% -$331 ﹤0.01% 890
2025
Q4 		$47.6K Sell
1,046
-412
-28% -$18.5K ﹤0.01% 739
2025
Q3 		$64.4K Buy
+1,458
New +$62.9K ﹤0.01% 579

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

Root Financial Partners's IQLT Position: Q2 2026 in Review

Root Financial Partners sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q2 2026, closing a stake of 1,039 shares — an estimated $48.1K sold.

Root Financial Partners first reported a position in IQLT in Q3 2025 and held it in 3 quarters. The position peaked at $64.4K in Q3 2025. 644 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

  • Root Financial Partners reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,039 iShares MSCI Intl Quality Factor ETF shares in Q2 2026, an estimated $48.1K.
  • Root Financial Partners first reported a position in iShares MSCI Intl Quality Factor ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's iShares MSCI Intl Quality Factor ETF position peaked at $64.4K in Q3 2025.
  • 644 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.