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Walter & Keenan Wealth Management’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Walter & Keenan Wealth Management’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 		$2.69M Hold
58,233
– – 0.76% 34
2025
Q4 		$2.65M Hold
58,233
– – 0.71% 37
2025
Q3 		$2.57M Buy
+58,233
New +$2.51M 0.71% 36

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

Walter & Keenan Wealth Management's IQLT Position: Q1 2026 in Review

Walter & Keenan Wealth Management held its iShares MSCI Intl Quality Factor ETF (IQLT) position steady in Q1 2026 at 58,233 shares worth $2.69M. The position accounts for 0.76% of the portfolio, ranked #34.

Walter & Keenan Wealth Management 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.

  • Walter & Keenan Wealth Management held 58,233 shares of iShares MSCI Intl Quality Factor ETF worth $2.69M as of Q1 2026.
  • Walter & Keenan Wealth Management left its iShares MSCI Intl Quality Factor ETF share count unchanged in Q1 2026.
  • iShares MSCI Intl Quality Factor ETF made up 0.76% of Walter & Keenan Wealth Management's portfolio in Q1 2026, its #34 holding.
  • Walter & Keenan Wealth Management 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 Walter & Keenan Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.