Empirical Financial Services, LLC d.b.a. Empirical Wealth Management IQLT holdings history
ISHARES MSCI INTERNATIONAL Q · CUSIP 46434V456 · CIK 1510434
As of 2026-06-30, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management reported 7.89M IQLT (shares), valued at $391.00M, or 5.73% of its reported non-derivative portfolio. Filed 2026-07-15.
Verify history & sources →Shares increased 15.37%; reported value increased 23.65%, and weight changed +0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 5.73% | 7,891,119 | SEC filing ↗Filed Jul 15, 2026 |
| Q1 2026 | 5.50% | 6,839,909 | SEC filing ↗Filed May 4, 2026 |
| Q4 2025 | 5.25% | 6,444,572 | SEC filing ↗Filed Jan 16, 2026 |
| Q3 2025 | 3.10% | 3,487,855 | SEC filing ↗Filed Nov 10, 2025 |
| Q2 2025 | 3.25% | 3,328,573 | SEC filing ↗Filed Jul 21, 2025 |
| Q1 2025 | 3.27% | 3,190,711 | SEC filing ↗Filed May 8, 2025 |
| Q4 2024 | 2.91% | 2,881,182 | SEC filing ↗Filed Jan 22, 2025 |
| Q3 2024 | 3.18% | 2,719,885 | SEC filing ↗Filed Nov 1, 2024 |
| Q2 2024 | 3.04% | 2,582,903 | SEC filing ↗Filed Aug 9, 2024 |
| Q1 2024 | 3.10% | 2,519,098 | SEC filing ↗Filed May 7, 2024 |
| Q4 2023 | 3.06% | 2,394,377 | SEC filing ↗Filed Feb 6, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 3.06% | 2,394,377 | $89.93M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 6, 2024 |
| Q1 2024 | 3.10% | 2,519,098 | $99.91M | Shares increased 5.21%; reported value increased 11.09%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2024 |
| Q2 2024 | 3.04% | 2,582,903 | $100.86M | Shares increased 2.53%; reported value increased 0.96%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 9, 2024 |
| Q3 2024 | 3.18% | 2,719,885 | $112.85M | Shares increased 5.30%; reported value increased 11.88%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 1, 2024 |
| Q4 2024 | 2.91% | 2,881,182 | $106.95M | Shares increased 5.93%; reported value decreased 5.23%, and weight changed -0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2025 |
| Q1 2025 | 3.27% | 3,190,711 | $126.64M | Shares increased 10.74%; reported value increased 18.41%, and weight changed +0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2025 |
| Q2 2025 | 3.25% | 3,328,573 | $143.86M | Shares increased 4.32%; reported value increased 13.60%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 21, 2025 |
| Q3 2025 | 3.10% | 3,487,855 | $154.13M | Shares increased 4.79%; reported value increased 7.14%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 10, 2025 |
| Q4 2025 | 5.25% | 6,444,572 | $292.91M | Shares increased 84.77%; reported value increased 90.04%, and weight changed +2.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 16, 2026 |
| Q1 2026 | 5.50% | 6,839,909 | $316.21M | Shares increased 6.13%; reported value increased 7.96%, and weight changed +0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 4, 2026 |
| Q2 2026 | 5.73% | 7,891,119 | $391.00M | Shares increased 15.37%; reported value increased 23.65%, and weight changed +0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2026 |
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