Sandy Spring Bank’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Sandy Spring Bank’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
2025 Q1	$36.4M	Buy	917,606 +261,321	+40%	+$10.3M	1.53%	13
2024 Q4	$24.4M	Buy	656,285 +229,319	+54%	+$8.97M	0.99%	18
2024 Q3	$17.7M	Buy	426,966 +69,650	+19%	+$2.77M	0.73%	29
2024 Q2	$14M	Buy	357,316 +43,331	+14%	+$1.7M	0.62%	31
2024 Q1	$12.5M	Buy	313,985 +69,272	+28%	+$2.64M	0.57%	37
2023 Q4	$9.19M	Buy	244,713 +34,935	+17%	+$1.22M	0.46%	53
2023 Q3	$7.05M	Buy	209,778 +51,887	+33%	+$1.82M	0.39%	61
2023 Q2	$5.62M	Buy	157,891 +77,349	+96%	+$2.76M	0.3%	80
2023 Q1	$2.84M	Buy	+80,542	New	+$2.77M	0.16%	131

Other funds holding IQLT

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Sandy Spring Bank's IQLT Position: Q1 2025 in Review

Sandy Spring Bank increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 40% in Q1 2025, buying an estimated $10.3M and bringing the position to 917,606 shares worth $36.4M. The position accounts for 1.53% of the portfolio, ranked #13.

Sandy Spring Bank first reported a position in IQLT in Q1 2023 and has held it in 9 quarters since. 521 funds tracked by Wall St. Rank hold IQLT as of Q1 2025.

Sandy Spring Bank held 917,606 shares of iShares MSCI Intl Quality Factor ETF worth $36.4M as of Q1 2025.
Sandy Spring Bank bought 261,321 iShares MSCI Intl Quality Factor ETF shares in Q1 2025, an estimated $10.3M.
iShares MSCI Intl Quality Factor ETF made up 1.53% of Sandy Spring Bank's portfolio in Q1 2025, its #13 holding.
Sandy Spring Bank first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2023 and has held it in 9 quarters since.
521 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.