Wealthspire Advisors (New York)’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Wealthspire Advisors (New York)’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	$2.09M	Sell	45,260 -3,177	-7%	-$150K	0.02%	282
2025 Q4	$2.2M	Sell	48,437 -1,048	-2%	-$47K	0.02%	277
2025 Q3	$2.19M	Sell	49,485 -4,564	-8%	-$197K	0.01%	262
2025 Q2	$2.34M	Sell	54,049 -2,820	-5%	-$117K	0.01%	258
2025 Q1	$2.26M	Sell	56,869 -4,377	-7%	-$173K	0.01%	257
2024 Q4	$2.27M	Sell	61,246 -3,980	-6%	-$156K	0.02%	230
2024 Q3	$2.71M	Sell	65,226 -6,064	-9%	-$242K	0.03%	205
2024 Q2	$2.78M	Sell	71,290 -9,340	-12%	-$366K	0.04%	158
2024 Q1	$3.2M	Sell	80,630 -13,015	-14%	-$496K	0.04%	142
2023 Q4	$3.52M	Sell	93,645 -20,117	-18%	-$702K	0.05%	135
2023 Q3	$3.82M	Sell	113,762 -4,111	-3%	-$144K	0.06%	118
2023 Q2	$4.2M	Sell	117,873 -8,938	-7%	-$319K	0.07%	106
2023 Q1	$4.48M	Sell	126,811 -13,504	-10%	-$464K	0.08%	101
2022 Q4	$4.54M	Sell	140,315 -18,071	-11%	-$561K	0.08%	102
2022 Q3	$4.4M	Sell	158,386 -11,964	-7%	-$370K	0.09%	98
2022 Q2	$5.27M	Sell	170,350 -15,038	-8%	-$505K	0.11%	83
2022 Q1	$6.83M	Sell	185,388 -3,244	-2%	-$120K	0.15%	62
2021 Q4	$7.43M	Sell	188,632 -1,292	-0.7%	-$50.6K	0.16%	62
2021 Q3	$7.19M	Buy	+189,924	New	+$7.51M	0.15%	72
2021 Q2	–	Sell	-198,825	Closed	-$7.25M	–	516
2021 Q1	$7.25M	Buy	+198,825	New	+$7.21M	0.17%	70

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

Wealthspire Advisors (New York)'s IQLT Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 6.6% in Q1 2026, selling an estimated $150K and leaving 45,260 shares worth $2.09M. The position accounts for 0.02% of the portfolio, ranked #282.

Wealthspire Advisors (New York) first reported a position in IQLT in Q1 2021 and has held it in 20 quarters since. The position peaked at $7.43M in Q4 2021. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

Wealthspire Advisors (New York) held 45,260 shares of iShares MSCI Intl Quality Factor ETF worth $2.09M as of Q1 2026.
Wealthspire Advisors (New York) sold 3,177 iShares MSCI Intl Quality Factor ETF shares in Q1 2026, an estimated $150K.
iShares MSCI Intl Quality Factor ETF made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #282 holding.
Wealthspire Advisors (New York) first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2021 and has held it in 20 quarters since.
Wealthspire Advisors (New York)'s iShares MSCI Intl Quality Factor ETF position peaked at $7.43M in Q4 2021.
625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.