AWE
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Avidian Wealth Enterprises’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$1.95M Buy
39,353
+34,563
+722% +$1.75M 0.05% 218
2026
Q2 		$237K Sell
4,790
-1,931
-29% -$94.4K 0.01% 654
2026
Q1 		$311K Buy
+6,721
New +$318K 0.01% 540
2023
Q1 		– Sell
-7,823
Closed -$253K – 488
2022
Q4 		$253K Buy
7,823
+51
+0.7% +$1.58K 0.02% 391
2022
Q3 		$216K Sell
7,772
-872
-10% -$27K 0.02% 379
2022
Q2 		$267K Sell
8,644
-90,901
-91% -$3.05M 0.02% 373
2022
Q1 		$3.67M Buy
99,545
+78,771
+379% +$2.92M 0.22% 82
2021
Q4 		$818K Buy
+20,774
New +$814K 0.05% 221

Other funds holding IQLT

RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
AWM
Altus Wealth Management Ft Mitchell, Kentucky $263M AUM 13.74% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return
KIA
Koenig Investment Advisory Ashland, Oregon $137M AUM 8.53% 1-Year Est. Return
OCM
Orser Capital Management Southlake, Texas $176M AUM 23.16% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Avidian Wealth Enterprises's IQLT Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 722% in Q3 2026, buying an estimated $1.75M and bringing the position to 39,353 shares worth $1.95M. The position accounts for 0.05% of the portfolio, ranked #218.

Avidian Wealth Enterprises first reported a position in IQLT in Q4 2021 and has held it in 8 quarters since. The position peaked at $3.67M in Q1 2022. 75 funds tracked by Wall St. Rank hold IQLT as of Q3 2026.

  • Avidian Wealth Enterprises held 39,353 shares of iShares MSCI Intl Quality Factor ETF worth $1.95M as of Q3 2026.
  • Avidian Wealth Enterprises bought 34,563 iShares MSCI Intl Quality Factor ETF shares in Q3 2026, an estimated $1.75M.
  • iShares MSCI Intl Quality Factor ETF made up 0.05% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #218 holding.
  • Avidian Wealth Enterprises first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2021 and has held it in 8 quarters since.
  • Avidian Wealth Enterprises's iShares MSCI Intl Quality Factor ETF position peaked at $3.67M in Q1 2022.
  • 75 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.