Wingate Wealth Advisors’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Wingate 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 Q2	$3.84M	Buy	77,442 +6,070	+9%	+$297K	1.69%	15
2026 Q1	$3.3M	Buy	71,372 +2,215	+3%	+$105K	1.76%	12
2025 Q4	$3.14M	Buy	69,157 +640	+0.9%	+$28.7K	1.75%	13
2025 Q3	$3.03M	Buy	68,517 +3,422	+5%	+$148K	2.1%	12
2025 Q2	$2.81M	Buy	65,095 +3,176	+5%	+$132K	2.51%	9
2025 Q1	$2.46M	Sell	61,919 -2,932	-5%	-$116K	2.83%	7
2024 Q4	$2.41M	Buy	+64,851	New	+$2.54M	2.36%	8

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

Wingate Wealth Advisors's IQLT Position: Q2 2026 in Review

Wingate Wealth Advisors increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 8.5% in Q2 2026, buying an estimated $297K and bringing the position to 77,442 shares worth $3.84M. The position accounts for 1.69% of the portfolio, ranked #15.

Wingate Wealth Advisors first reported a position in IQLT in Q4 2024 and has held it in 7 quarters since. 640 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

Wingate Wealth Advisors held 77,442 shares of iShares MSCI Intl Quality Factor ETF worth $3.84M as of Q2 2026.
Wingate Wealth Advisors bought 6,070 iShares MSCI Intl Quality Factor ETF shares in Q2 2026, an estimated $297K.
iShares MSCI Intl Quality Factor ETF made up 1.69% of Wingate Wealth Advisors's portfolio in Q2 2026, its #15 holding.
Wingate Wealth Advisors first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
640 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.