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SHP Wealth Management’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

SHP Wealth Management’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 		$14.5K Hold
292
– – ﹤0.01% 865
2026
Q1 		$13.5K Hold
292
– – ﹤0.01% 826
2025
Q4 		$13.3K Buy
+292
New +$13.1K ﹤0.01% 769

Other funds holding IQLT

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
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

SHP Wealth Management's IQLT Position: Q2 2026 in Review

SHP Wealth Management held its iShares MSCI Intl Quality Factor ETF (IQLT) position steady in Q2 2026 at 292 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #865.

SHP Wealth Management first reported a position in IQLT in Q4 2025 and has held it in 3 quarters since. 457 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

  • SHP Wealth Management held 292 shares of iShares MSCI Intl Quality Factor ETF worth $14.5K as of Q2 2026.
  • SHP Wealth Management left its iShares MSCI Intl Quality Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI Intl Quality Factor ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #865 holding.
  • SHP Wealth Management first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 457 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.