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

Summit Financial’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 		$5.93M Sell
119,677
-997
-0.8% -$48.7K 0.07% 306
2026
Q1 		$5.58M Buy
120,674
+726
+0.6% +$34.3K 0.07% 286
2025
Q4 		$5.45M Sell
119,948
-4,887
-4% -$219K 0.08% 239
2025
Q3 		$5.52M Buy
+124,835
New +$5.39M 0.08% 235

Other funds holding IQLT

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
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
Ameriprise
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Morgan Stanley
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Summit Financial's IQLT Position: Q2 2026 in Review

Summit Financial reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 0.83% in Q2 2026, selling an estimated $48.7K and leaving 119,677 shares worth $5.93M. The position accounts for 0.07% of the portfolio, ranked #306.

Summit Financial first reported a position in IQLT in Q3 2025 and has held it in 4 quarters since. 646 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

  • Summit Financial held 119,677 shares of iShares MSCI Intl Quality Factor ETF worth $5.93M as of Q2 2026.
  • Summit Financial sold 997 iShares MSCI Intl Quality Factor ETF shares in Q2 2026, an estimated $48.7K.
  • iShares MSCI Intl Quality Factor ETF made up 0.07% of Summit Financial's portfolio in Q2 2026, its #306 holding.
  • Summit Financial first reported a position in iShares MSCI Intl Quality Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • 646 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.