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Baron Financial Group’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Baron Financial Group’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 		$4.94M Sell
99,720
-522
-0.5% -$25.5K 2.36% 14
2026
Q1 		$4.63M Sell
100,242
-1,813
-2% -$85.8K 2.5% 15
2025
Q4 		$4.64M Sell
102,055
-2,055
-2% -$92.1K 2.49% 14
2025
Q3 		$4.6M Sell
104,110
-509
-0.5% -$22K 2.52% 14
2025
Q2 		$4.52M Sell
104,619
-1,435
-1% -$59.5K 2.65% 13
2025
Q1 		$4.21M Buy
106,054
+849
+0.8% +$33.5K 2.65% 14
2024
Q4 		$3.91M Buy
105,205
+1,260
+1% +$49.3K 2.42% 16
2024
Q3 		$4.31M Sell
103,945
-1,715
-2% -$68.3K 2.64% 13
2024
Q2 		$4.13M Sell
105,660
-2,980
-3% -$117K 2.62% 14
2024
Q1 		$4.31M Buy
108,640
+2,220
+2% +$84.7K 2.66% 14
2023
Q4 		$4M Buy
106,420
+2,385
+2% +$83.2K 2.55% 15
2023
Q3 		$3.5M Buy
104,035
+1,255
+1% +$44K 2.27% 18
2023
Q2 		$3.66M Sell
102,780
-910
-0.9% -$32.4K 2.26% 17
2023
Q1 		$3.66M Buy
103,690
+4,250
+4% +$146K 2.32% 16
2022
Q4 		$3.22M Buy
99,440
+7,615
+8% +$237K 2.14% 16
2022
Q3 		$2.55M Buy
91,825
+4,405
+5% +$136K 1.72% 22
2022
Q2 		$2.7M Buy
87,420
+4,965
+6% +$167K 1.79% 19
2022
Q1 		$3.04M Buy
82,455
+10,355
+14% +$383K 1.76% 19
2021
Q4 		$2.84M Buy
72,100
+3,010
+4% +$118K 1.61% 21
2021
Q3 		$2.62M Buy
69,090
+3,310
+5% +$131K 1.59% 21
2021
Q2 		$2.54M Buy
65,780
+4,100
+7% +$158K 1.58% 20
2021
Q1 		$2.25M Buy
61,680
+9,260
+18% +$336K 1.55% 20
2020
Q4 		$1.87M Buy
52,420
+4,165
+9% +$139K 1.49% 20
2020
Q3 		$1.51M Buy
+48,255
New +$1.5M 1.42% 20

Other funds holding IQLT

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Baron Financial Group's IQLT Position: Q2 2026 in Review

Baron Financial Group reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 0.52% in Q2 2026, selling an estimated $25.5K and leaving 99,720 shares worth $4.94M. The position accounts for 2.36% of the portfolio, ranked #14.

Baron Financial Group first reported a position in IQLT in Q3 2020 and has held it in 24 quarters since. 644 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

  • Baron Financial Group held 99,720 shares of iShares MSCI Intl Quality Factor ETF worth $4.94M as of Q2 2026.
  • Baron Financial Group sold 522 iShares MSCI Intl Quality Factor ETF shares in Q2 2026, an estimated $25.5K.
  • iShares MSCI Intl Quality Factor ETF made up 2.36% of Baron Financial Group's portfolio in Q2 2026, its #14 holding.
  • Baron Financial Group first reported a position in iShares MSCI Intl Quality Factor ETF in Q3 2020 and has held it in 24 quarters since.
  • 644 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on Baron Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.