Sweeney & Michel’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Sweeney & Michel’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	$2.1M	Buy	42,938 +4,489	+12%	+$212K	0.62%	31
2025 Q4	$1.88M	Buy	38,449 +3,742	+11%	+$168K	0.56%	32
2025 Q3	$1.52M	Buy	34,707 +2,695	+8%	+$116K	0.51%	35
2025 Q2	$1.38M	Buy	32,012 +2,072	+7%	+$86K	0.49%	39
2025 Q1	$1.07M	Buy	+29,940	New	+$1.18M	0.47%	36
2024 Q3	$956K	Sell	23,599 -1,947	-8%	-$77.6K	0.38%	47
2024 Q2	$1.01M	Buy	25,546 +549	+2%	+$21.5K	0.43%	41
2024 Q1	$994K	Buy	+24,997	New	+$953K	0.44%	40

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

Sweeney & Michel's IQLT Position: Q1 2026 in Review

Sweeney & Michel increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 12% in Q1 2026, buying an estimated $212K and bringing the position to 42,938 shares worth $2.1M. The position accounts for 0.62% of the portfolio, ranked #31.

Sweeney & Michel first reported a position in IQLT in Q1 2024 and has held it in 8 quarters since. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

Sweeney & Michel held 42,938 shares of iShares MSCI Intl Quality Factor ETF worth $2.1M as of Q1 2026.
Sweeney & Michel bought 4,489 iShares MSCI Intl Quality Factor ETF shares in Q1 2026, an estimated $212K.
iShares MSCI Intl Quality Factor ETF made up 0.62% of Sweeney & Michel's portfolio in Q1 2026, its #31 holding.
Sweeney & Michel first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2024 and has held it in 8 quarters since.
625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.