Rothschild Investment LLC’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Rothschild Investment LLC’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	$101K	Sell	2,174 -325	-13%	-$15.4K	0.01%	886
2025 Q4	$114K	Buy	2,499 +376	+18%	+$16.9K	0.01%	772
2025 Q3	$93.8K	Hold	2,123	–	–	0.01%	816
2025 Q2	$91.8K	Hold	2,123	–	–	0.01%	660
2025 Q1	$84.3K	Hold	2,123	–	–	0.01%	670
2024 Q4	$78.8K	Hold	2,123	–	–	0.01%	694
2024 Q3	$88.1K	Hold	2,123	–	–	0.01%	670
2024 Q2	$82.9K	Hold	2,123	–	–	0.01%	662
2024 Q1	$84.2K	Hold	2,123	–	–	0.01%	625
2023 Q4	$79.7K	Buy	+2,123	New	+$74.1K	0.01%	583

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

Rothschild Investment LLC's IQLT Position: Q1 2026 in Review

Rothschild Investment LLC reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 13% in Q1 2026, selling an estimated $15.4K and leaving 2,174 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #886.

Rothschild Investment LLC first reported a position in IQLT in Q4 2023 and has held it in 10 quarters since. The position peaked at $114K in Q4 2025. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

Rothschild Investment LLC held 2,174 shares of iShares MSCI Intl Quality Factor ETF worth $101K as of Q1 2026.
Rothschild Investment LLC sold 325 iShares MSCI Intl Quality Factor ETF shares in Q1 2026, an estimated $15.4K.
iShares MSCI Intl Quality Factor ETF made up 0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #886 holding.
Rothschild Investment LLC first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2023 and has held it in 10 quarters since.
Rothschild Investment LLC's iShares MSCI Intl Quality Factor ETF position peaked at $114K in Q4 2025.
625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.