Snider Financial Group’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Snider Financial Group’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	–	Sell	-69,269	Closed	-$3.15M	–	110
2025 Q4	$3.15M	Buy	69,269 +4,075	+6%	+$183K	0.84%	35
2025 Q3	$2.88M	Buy	65,194 +1,443	+2%	+$62.3K	0.79%	37
2025 Q2	$2.76M	Buy	63,751 +44,410	+230%	+$1.84M	0.79%	36
2025 Q1	$768K	Sell	19,341 -49,448	-72%	-$1.95M	0.25%	60
2024 Q4	$2.55M	Sell	68,789 -99,651	-59%	-$3.9M	0.79%	38
2024 Q3	$6.99M	Sell	168,440 -44,551	-21%	-$1.77M	2.56%	10
2024 Q2	$8.32M	Buy	212,991 +823	+0.4%	+$32.3K	3.21%	8
2024 Q1	$8.41M	Buy	212,168 +1,559	+0.7%	+$59.5K	3.51%	7
2023 Q4	$7.91M	Buy	210,609 +2,165	+1%	+$75.5K	3.65%	7
2023 Q3	$7.01M	Buy	208,444 +5,557	+3%	+$195K	3.39%	6
2023 Q2	$7.22M	Buy	202,887 +97,653	+93%	+$3.48M	3.45%	6
2023 Q1	$3.71M	Buy	+105,234	New	+$3.61M	1.98%	14

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

Snider Financial Group's IQLT Position: Q1 2026 in Review

Snider Financial Group sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q1 2026, closing a stake of 69,269 shares — an estimated $3.15M sold.

Snider Financial Group first reported a position in IQLT in Q1 2023 and held it in 12 quarters. The position peaked at $8.41M in Q1 2024. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

Snider Financial Group reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q1 2026 after selling out during the quarter.
Snider Financial Group sold 69,269 iShares MSCI Intl Quality Factor ETF shares in Q1 2026, an estimated $3.15M.
Snider Financial Group first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2023 and held it in 12 quarters.
Snider Financial Group's iShares MSCI Intl Quality Factor ETF position peaked at $8.41M in Q1 2024.
625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on Snider Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.