Wharton Business Group’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Wharton Business Group’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 Q2	$38.6M	Hold	779,050	–	–	1.29%	22
2026 Q1	$36M	Buy	779,050 +10,265	+1%	+$486K	1.36%	21
2025 Q4	$34.9M	Buy	768,785 +1,135	+0.1%	+$50.9K	1.33%	22
2025 Q3	$33.9M	Sell	767,650 -685	-0.1%	-$29.6K	1.48%	20
2025 Q2	$33.2M	Buy	768,335 +12,535	+2%	+$520K	1.4%	21
2025 Q1	$30M	Hold	755,800	–	–	1.36%	21
2024 Q4	$28.1M	Buy	755,800 +17,490	+2%	+$684K	1.27%	22
2024 Q3	$30.6M	Buy	738,310 +347,475	+89%	+$13.8M	1.38%	21
2024 Q2	$15.3M	Buy	390,835 +4,435	+1%	+$174K	0.79%	31
2024 Q1	$15.3M	Buy	386,400 +175	+0%	+$6.67K	0.74%	32
2023 Q4	$14.5M	Buy	386,225 +220	+0.1%	+$7.67K	0.73%	31
2023 Q3	$13M	Buy	+386,005	New	+$13.5M	0.72%	32

Other funds holding IQLT

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wharton Business Group's IQLT Position: Q2 2026 in Review

Wharton Business Group held its iShares MSCI Intl Quality Factor ETF (IQLT) position steady in Q2 2026 at 779,050 shares worth $38.6M. The position accounts for 1.29% of the portfolio, ranked #22.

Wharton Business Group first reported a position in IQLT in Q3 2023 and has held it in 12 quarters since. 643 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

Wharton Business Group held 779,050 shares of iShares MSCI Intl Quality Factor ETF worth $38.6M as of Q2 2026.
Wharton Business Group left its iShares MSCI Intl Quality Factor ETF share count unchanged in Q2 2026.
iShares MSCI Intl Quality Factor ETF made up 1.29% of Wharton Business Group's portfolio in Q2 2026, its #22 holding.
Wharton Business Group first reported a position in iShares MSCI Intl Quality Factor ETF in Q3 2023 and has held it in 12 quarters since.
643 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on Wharton Business Group's 13F filing for Q2 2026, filed 10 Aug 2026.