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Sage Mountain Advisors’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Sage Mountain 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 		$75.3M Buy
1,627,732
+125,570
+8% +$5.94M 5.27% 5
2025
Q4 		$68.3M Buy
1,502,162
+38,225
+3% +$1.71M 3.62% 5
2025
Q3 		$64.7M Buy
1,463,937
+86,958
+6% +$3.75M 3.71% 5
2025
Q2 		$59.5M Buy
1,376,979
+139,632
+11% +$5.79M 3.87% 5
2025
Q1 		$49.1M Buy
1,237,347
+46,046
+4% +$1.82M 3.62% 5
2024
Q4 		$44.2M Buy
1,191,301
+226,381
+23% +$8.86M 3.23% 6
2024
Q3 		$40M Buy
964,920
+33,776
+4% +$1.35M 3.41% 6
2024
Q2 		$36.4M Buy
931,144
+55,455
+6% +$2.17M 3.36% 6
2024
Q1 		$34.7M Sell
875,689
-2,449
-0.3% -$93.4K 3.61% 6
2023
Q4 		$33M Buy
878,138
+51,883
+6% +$1.81M 3.83% 6
2023
Q3 		$27.8M Buy
826,255
+107,270
+15% +$3.76M 3.82% 7
2023
Q2 		$25.6M Buy
718,985
+34,141
+5% +$1.22M 3.65% 7
2023
Q1 		$24.2M Buy
684,844
+88,155
+15% +$3.03M 3.9% 6
2022
Q4 		$19.3M Sell
596,689
-25,190
-4% -$783K 4.4% 8
2022
Q3 		$17.3M Buy
621,879
+36,477
+6% +$1.13M 4.59% 5
2022
Q2 		$18.1M Sell
585,402
-5,493
-0.9% -$185K 3.2% 5
2022
Q1 		$21.8M Sell
590,895
-12,450
-2% -$461K 3.4% 4
2021
Q4 		$23.8M Buy
603,345
+124,490
+26% +$4.88M 2.85% 6
2021
Q3 		$18.1M Buy
478,855
+68,589
+17% +$2.71M 2.61% 6
2021
Q2 		$15.8M Buy
410,266
+82,887
+25% +$3.2M 2.61% 6
2021
Q1 		$11.9M Buy
327,379
+75,825
+30% +$2.75M 2.53% 7
2020
Q4 		$8.97M Buy
+251,554
New +$8.41M 2.94% 7

Other funds holding IQLT

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
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
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
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sage Mountain Advisors's IQLT Position: Q1 2026 in Review

Sage Mountain Advisors increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 8.4% in Q1 2026, buying an estimated $5.94M and bringing the position to 1,627,732 shares worth $75.3M. The position accounts for 5.27% of the portfolio, ranked #5.

Sage Mountain Advisors first reported a position in IQLT in Q4 2020 and has held it in 22 quarters since. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

  • Sage Mountain Advisors held 1,627,732 shares of iShares MSCI Intl Quality Factor ETF worth $75.3M as of Q1 2026.
  • Sage Mountain Advisors bought 125,570 iShares MSCI Intl Quality Factor ETF shares in Q1 2026, an estimated $5.94M.
  • iShares MSCI Intl Quality Factor ETF made up 5.27% of Sage Mountain Advisors's portfolio in Q1 2026, its #5 holding.
  • Sage Mountain Advisors first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2020 and has held it in 22 quarters since.
  • 625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.