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

Summit Wealth Partners’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 		$11M Sell
222,779
-9,678
-4% -$473K 1.57% 19
2026
Q1 		$10.7M Sell
232,457
-9,847
-4% -$466K 1.7% 15
2025
Q4 		$11M Sell
242,304
-10,060
-4% -$451K 2.03% 15
2025
Q3 		$11.2M Sell
252,364
-2,951
-1% -$127K 2.01% 14
2025
Q2 		$11M Sell
255,315
-6,454
-2% -$268K 2.1% 13
2025
Q1 		$10.4M Sell
261,769
-3,752
-1% -$148K 2.11% 12
2024
Q4 		$9.86M Sell
265,521
-23,269
-8% -$910K 2.02% 13
2024
Q3 		$12M Sell
288,790
-5,732
-2% -$228K 2.31% 10
2024
Q2 		$11.5M Sell
294,522
-25,382
-8% -$995K 2.39% 10
2024
Q1 		$12.7M Sell
319,904
-2,798
-0.9% -$107K 2.7% 9
2023
Q4 		$12.1M Buy
322,702
+220
+0.1% +$7.67K 2.81% 9
2023
Q3 		$10.8M Buy
322,482
+11,918
+4% +$418K 2.77% 9
2023
Q2 		$11.1M Sell
310,564
-1,444
-0.5% -$51.5K 2.77% 9
2023
Q1 		$11M Sell
312,008
-12,858
-4% -$442K 2.83% 9
2022
Q4 		$10.5M Sell
324,866
-7,502
-2% -$233K 2.79% 9
2022
Q3 		$9.23M Sell
332,368
-3,716
-1% -$115K 2.61% 11
2022
Q2 		$10.4M Sell
336,084
-45,311
-12% -$1.52M 2.78% 11
2022
Q1 		$14.1M Buy
381,395
+9,462
+3% +$350K 3.18% 9
2021
Q4 		$14.6M Buy
371,933
+21,021
+6% +$824K 3.14% 9
2021
Q3 		$13.3M Buy
350,912
+28,536
+9% +$1.13M 3.14% 11
2021
Q2 		$12.4M Buy
322,376
+312,065
+3,027% +$12M 2.97% 11
2021
Q1 		$376K Buy
+10,311
New +$374K 0.1% 101
2020
Q2 		– Sell
-11,919
Closed -$308K – 145
2020
Q1 		$308K Sell
11,919
-3,888
-25% -$116K 0.13% 83
2019
Q4 		$510K Buy
+15,807
New +$489K 0.18% 63

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 Wealth Partners's IQLT Position: Q2 2026 in Review

Summit Wealth Partners reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 4.2% in Q2 2026, selling an estimated $473K and leaving 222,779 shares worth $11M. The position accounts for 1.57% of the portfolio, ranked #19.

Summit Wealth Partners first reported a position in IQLT in Q4 2019 and has held it in 24 quarters since. The position peaked at $14.6M in Q4 2021. 647 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

  • Summit Wealth Partners held 222,779 shares of iShares MSCI Intl Quality Factor ETF worth $11M as of Q2 2026.
  • Summit Wealth Partners sold 9,678 iShares MSCI Intl Quality Factor ETF shares in Q2 2026, an estimated $473K.
  • iShares MSCI Intl Quality Factor ETF made up 1.57% of Summit Wealth Partners's portfolio in Q2 2026, its #19 holding.
  • Summit Wealth Partners first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2019 and has held it in 24 quarters since.
  • Summit Wealth Partners's iShares MSCI Intl Quality Factor ETF position peaked at $14.6M in Q4 2021.
  • 647 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.