IQLT — iShares MSCI Intl Quality Factor ETF

Ownership history in Cook Wealth, LLC  ·  14 quarters on record

This page tracks every 13F SEC filing in which Cook Wealth, LLC reported a position in iShares MSCI Intl Quality Factor ETF (IQLT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
9.81% (2025 Q1)
Avg. % of fund
7.21%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 491,919 — 0% 9.81% $20.2M $45.45
2025 Q2 UNCHANGED 491,919 — 0% 9.81% $20.2M $42.79
2025 Q1 ADDED 491,919 +130,744 +36.2% 9.81% $20.2M $38.75
2024 Q4 ADDED 361,175 +19,027 +5.6% 6.57% $14.0M $36.24
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% of Fund (quarterly)    IQLT price (monthly, adj. close)

Other funds also holding IQLT

As of 2025 Q4 — sorted by position size

Richard Bernstein Advisors LLC 3Y 7Y 17.03% Silver Coast Investments LLC 13.56% LIFE LINE WEALTH MANAGEMENT LLC 12.65% Valence8 US LP 3Y 12.43% BITTERROOT CAPITAL ADVISORS LLC 11.76% Longview Financial Advisors, Inc. 9.72% Altus Wealth Management, LLC 3Y 9.34% Koenig Investment Advisory, LLC 8.08% Carr Financial Group Corp 3Y 7.0% Sunburst Financial Group, LLC 3Y 6.71%
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