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 Q3	$7.82M	Buy	158,113 +30,977	+24%	+$1.56M	3.42%	5
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

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Allen Capital Group Grand Island, Nebraska $1.25B AUM 13.65% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

BankPlus Wealth Management's IQLT Position: Q3 2026 in Review

BankPlus Wealth Management increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 24% in Q3 2026, buying an estimated $1.56M and bringing the position to 158,113 shares worth $7.82M. The position accounts for 3.42% of the portfolio, ranked #5.

BankPlus Wealth Management first reported a position in IQLT in Q4 2024 and has held it in 8 quarters since. 279 funds tracked by Wall St. Rank hold IQLT as of Q3 2026.

BankPlus Wealth Management held 158,113 shares of iShares MSCI Intl Quality Factor ETF worth $7.82M as of Q3 2026.
BankPlus Wealth Management bought 30,977 iShares MSCI Intl Quality Factor ETF shares in Q3 2026, an estimated $1.56M.
iShares MSCI Intl Quality Factor ETF made up 3.42% of BankPlus Wealth Management's portfolio in Q3 2026, its #5 holding.
BankPlus Wealth Management first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2024 and has held it in 8 quarters since.
279 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q3 2026.

Based on BankPlus Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.