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

Univest 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
2025
Q3 		– Sell
-9,387
Closed -$406K – 267
2025
Q2 		$406K Buy
9,387
+68
+0.7% +$2.82K 0.02% 202
2025
Q1 		$370K Sell
9,319
-576
-6% -$22.7K 0.02% 221
2024
Q4 		$367K Buy
9,895
+1
+0% +$39 0.02% 220
2024
Q3 		$411K Buy
+9,894
New +$394K 0.03% 213

Other funds holding IQLT

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 22.9% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Univest Financial's IQLT Position: Q3 2025 in Review

Univest Financial sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q3 2025, closing a stake of 9,387 shares — an estimated $406K sold.

Univest Financial first reported a position in IQLT in Q3 2024 and held it in 4 quarters. The position peaked at $411K in Q3 2024. 574 funds tracked by Wall St. Rank hold IQLT as of Q3 2025.

  • Univest Financial reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Univest Financial sold 9,387 iShares MSCI Intl Quality Factor ETF shares in Q3 2025, an estimated $406K.
  • Univest Financial first reported a position in iShares MSCI Intl Quality Factor ETF in Q3 2024 and held it in 4 quarters.
  • Univest Financial's iShares MSCI Intl Quality Factor ETF position peaked at $411K in Q3 2024.
  • 574 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q3 2025.

Based on Univest Financial's 13F filing for Q3 2025, filed 30 Oct 2025.