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

Sterling 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 Q1	$272K	Sell	5,892 -87	-1%	-$4.12K	0.07%	93
2025 Q4	$272K	Buy	5,979 +2	+0%	+$90	0.08%	89
2025 Q3	$264K	Sell	5,977 -328	-5%	-$14.2K	0.08%	87
2025 Q2	$273K	Buy	+6,305	New	+$262K	0.09%	86
2024 Q4	$236K	Sell	6,346 -429	-6%	-$16.8K	0.09%	96
2024 Q3	$281K	Sell	6,775 -1,125	-14%	-$44.8K	0.1%	92
2024 Q2	$308K	Sell	7,900 -849	-10%	-$33.3K	0.15%	80
2024 Q1	$347K	Sell	8,749 -1,677	-16%	-$64K	0.17%	73
2023 Q4	$392K	Buy	+10,426	New	+$364K	0.22%	60

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

Sterling Wealth Management's IQLT Position: Q1 2026 in Review

Sterling Wealth Management reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 1.5% in Q1 2026, selling an estimated $4.12K and leaving 5,892 shares worth $272K. The position accounts for 0.07% of the portfolio, ranked #93.

Sterling Wealth Management first reported a position in IQLT in Q4 2023 and has held it in 9 quarters since. The position peaked at $392K in Q4 2023. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

Sterling Wealth Management held 5,892 shares of iShares MSCI Intl Quality Factor ETF worth $272K as of Q1 2026.
Sterling Wealth Management sold 87 iShares MSCI Intl Quality Factor ETF shares in Q1 2026, an estimated $4.12K.
iShares MSCI Intl Quality Factor ETF made up 0.07% of Sterling Wealth Management's portfolio in Q1 2026, its #93 holding.
Sterling Wealth Management first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2023 and has held it in 9 quarters since.
Sterling Wealth Management's iShares MSCI Intl Quality Factor ETF position peaked at $392K in Q4 2023.
625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on Sterling Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.