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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
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 $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
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
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
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Summit Financial's IQLT Position: Q1 2026 in Review

Summit Financial increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 0.61% in Q1 2026, buying an estimated $34.3K and bringing the position to 120,674 shares worth $5.58M. The position accounts for 0.07% of the portfolio, ranked #286.

Summit Financial first reported a position in IQLT in Q3 2025 and has held it in 3 quarters since. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

  • Summit Financial held 120,674 shares of iShares MSCI Intl Quality Factor ETF worth $5.58M as of Q1 2026.
  • Summit Financial bought 726 iShares MSCI Intl Quality Factor ETF shares in Q1 2026, an estimated $34.3K.
  • iShares MSCI Intl Quality Factor ETF made up 0.07% of Summit Financial's portfolio in Q1 2026, its #286 holding.
  • Summit Financial first reported a position in iShares MSCI Intl Quality Factor ETF in Q3 2025 and has held it in 3 quarters since.
  • 625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.