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 Q2	$292K	Buy	5,896 +4	+0.1%	+$195	0.07%	99
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 $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Sterling Wealth Management increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 0.07% in Q2 2026, buying an estimated $195 and bringing the position to 5,896 shares worth $292K. The position accounts for 0.07% of the portfolio, ranked #99.

Sterling Wealth Management first reported a position in IQLT in Q4 2023 and has held it in 10 quarters since. The position peaked at $392K in Q4 2023. 644 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

Sterling Wealth Management held 5,896 shares of iShares MSCI Intl Quality Factor ETF worth $292K as of Q2 2026.
Sterling Wealth Management bought 4 iShares MSCI Intl Quality Factor ETF shares in Q2 2026, an estimated $195.
iShares MSCI Intl Quality Factor ETF made up 0.07% of Sterling Wealth Management's portfolio in Q2 2026, its #99 holding.
Sterling Wealth Management first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2023 and has held it in 10 quarters since.
Sterling Wealth Management's iShares MSCI Intl Quality Factor ETF position peaked at $392K in Q4 2023.
644 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on Sterling Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.