IQLT — ISHARES MSCI

Ownership history in KPP Advisory Services LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which KPP Advisory Services LLC reported a position in ISHARES MSCI (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
0.11% (2025 Q2)
Avg. % of fund
0.09%
First filed
2023 Q3
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 10,974 +1,015 +10.2% 0.07% $485K $43.76
2025 Q2 ADDED 9,959 +320 +3.3% 0.11% $430K $42.79
2025 Q1 ADDED 9,639 +354 +3.8% 0.07% $383K $38.75
2024 Q4 REDUCED 9,285 -141 -1.5% 0.08% $345K $36.24
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% Cook Wealth, LLC 3Y 9.81% 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%
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