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

SFI 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	$1.63M	Sell	35,356 -35,338	-50%	-$1.67M	1.72%	27
2025 Q4	$3.21M	Buy	70,694 +391	+0.6%	+$17.5K	2.06%	21
2025 Q3	$3.11M	Sell	70,303 -570	-0.8%	-$24.6K	1.98%	22
2025 Q2	$3.06M	Sell	70,873 -4,929	-7%	-$205K	2.12%	22
2025 Q1	$3.01M	Buy	75,802 +8,476	+13%	+$334K	2.22%	21
2024 Q4	$2.5M	Buy	67,326 +2,890	+4%	+$113K	1.75%	24
2024 Q3	$2.67M	Buy	64,436 +4,685	+8%	+$187K	1.91%	23
2024 Q2	$2.33M	Buy	59,751 +1,755	+3%	+$68.8K	1.8%	25
2024 Q1	$2.3M	Buy	57,996 +6,031	+12%	+$230K	1.8%	24
2023 Q4	$1.95M	Buy	+51,965	New	+$1.81M	1.67%	23
2022 Q3	–	Sell	-11,737	Closed	-$363K	–	68
2022 Q2	$363K	Sell	11,737 -14,783	-56%	-$497K	0.4%	38
2022 Q1	$977	Hold	26,520	–	–	0.6%	32
2021 Q4	$1.04M	Buy	+26,520	New	+$1.04M	0.92%	30

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

SFI Advisors's IQLT Position: Q1 2026 in Review

SFI Advisors reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 50% in Q1 2026, selling an estimated $1.67M and leaving 35,356 shares worth $1.63M. The position accounts for 1.72% of the portfolio, ranked #27.

SFI Advisors first reported a position in IQLT in Q4 2021 and has held it in 13 quarters since. The position peaked at $3.21M in Q4 2025. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

SFI Advisors held 35,356 shares of iShares MSCI Intl Quality Factor ETF worth $1.63M as of Q1 2026.
SFI Advisors sold 35,338 iShares MSCI Intl Quality Factor ETF shares in Q1 2026, an estimated $1.67M.
iShares MSCI Intl Quality Factor ETF made up 1.72% of SFI Advisors's portfolio in Q1 2026, its #27 holding.
SFI Advisors first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2021 and has held it in 13 quarters since.
SFI Advisors's iShares MSCI Intl Quality Factor ETF position peaked at $3.21M in Q4 2025.
625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on SFI Advisors's 13F filing for Q1 2026, filed 5 May 2026.