Baron Financial Group
IQLT icon

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
Q3 		$4.9M Sell
99,135
-585
-0.6% -$29.5K 2.39% 15
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

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Harbor Group
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
Sunburst Financial Group
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Paragon Capital Management (Colorado)
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

Baron Financial Group's IQLT Position: Q3 2026 in Review

Baron Financial Group reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 0.59% in Q3 2026, selling an estimated $29.5K and leaving 99,135 shares worth $4.9M. The position accounts for 2.39% of the portfolio, ranked #15.

Baron Financial Group first reported a position in IQLT in Q3 2020 and has held it in 25 quarters since. The position peaked at $4.94M in Q2 2026. 202 funds tracked by Wall St. Rank hold IQLT as of Q3 2026.

  • Baron Financial Group held 99,135 shares of iShares MSCI Intl Quality Factor ETF worth $4.9M as of Q3 2026.
  • Baron Financial Group sold 585 iShares MSCI Intl Quality Factor ETF shares in Q3 2026, an estimated $29.5K.
  • iShares MSCI Intl Quality Factor ETF made up 2.39% of Baron Financial Group's portfolio in Q3 2026, its #15 holding.
  • Baron Financial Group first reported a position in iShares MSCI Intl Quality Factor ETF in Q3 2020 and has held it in 25 quarters since.
  • Baron Financial Group's iShares MSCI Intl Quality Factor ETF position peaked at $4.94M in Q2 2026.
  • 202 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q3 2026.

Based on Baron Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.