U.S. Capital Wealth Advisors’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

U.S. Capital Wealth Advisors’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	$2.11M	Buy	45,644 +17,533	+62%	+$829K	0.05%	344
2025 Q4	$1.28M	Buy	+28,111	New	+$1.26M	0.03%	430

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

U.S. Capital Wealth Advisors's IQLT Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 62% in Q1 2026, buying an estimated $829K and bringing the position to 45,644 shares worth $2.11M. The position accounts for 0.05% of the portfolio, ranked #344.

U.S. Capital Wealth Advisors first reported a position in IQLT in Q4 2025 and has held it in 2 quarters since. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

U.S. Capital Wealth Advisors held 45,644 shares of iShares MSCI Intl Quality Factor ETF worth $2.11M as of Q1 2026.
U.S. Capital Wealth Advisors bought 17,533 iShares MSCI Intl Quality Factor ETF shares in Q1 2026, an estimated $829K.
iShares MSCI Intl Quality Factor ETF made up 0.05% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #344 holding.
U.S. Capital Wealth Advisors first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2025 and has held it in 2 quarters since.
625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.