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BankPlus Wealth Management’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

BankPlus Wealth Management’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 		$6.3M Buy
127,136
+18,411
+17% +$900K 2.84% 6
2026
Q1 		$5.03M Buy
108,725
+20,426
+23% +$966K 2.6% 6
2025
Q4 		$4.01M Buy
88,299
+10,894
+14% +$488K 2.22% 6
2025
Q3 		$3.42M Buy
77,405
+23,334
+43% +$1.01M 2.01% 11
2025
Q2 		$2.34M Buy
54,071
+11,275
+26% +$468K 1.55% 11
2025
Q1 		$1.7M Buy
42,796
+19,477
+84% +$768K 1.25% 13
2024
Q4 		$866K Buy
+23,319
New +$912K 0.65% 25

Other funds holding IQLT

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

BankPlus Wealth Management's IQLT Position: Q2 2026 in Review

BankPlus Wealth Management increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 17% in Q2 2026, buying an estimated $900K and bringing the position to 127,136 shares worth $6.3M. The position accounts for 2.84% of the portfolio, ranked #6.

BankPlus Wealth Management first reported a position in IQLT in Q4 2024 and has held it in 7 quarters since. 136 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

  • BankPlus Wealth Management held 127,136 shares of iShares MSCI Intl Quality Factor ETF worth $6.3M as of Q2 2026.
  • BankPlus Wealth Management bought 18,411 iShares MSCI Intl Quality Factor ETF shares in Q2 2026, an estimated $900K.
  • iShares MSCI Intl Quality Factor ETF made up 2.84% of BankPlus Wealth Management's portfolio in Q2 2026, its #6 holding.
  • BankPlus Wealth Management first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • 136 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.