BFG
IQLT icon

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

Beacon 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 		$373K Hold
7,518
– – 0.03% 287
2026
Q1 		$348K Hold
7,518
– – 0.03% 278
2025
Q4 		$342K Hold
7,518
– – 0.03% 278
2025
Q3 		$332K Hold
7,518
– – 0.03% 283
2025
Q2 		$325K Hold
7,518
– – 0.03% 283
2025
Q1 		$298K Hold
7,518
– – 0.03% 279
2024
Q4 		$279K Hold
7,518
– – 0.03% 290
2024
Q3 		$312K Hold
7,518
– – 0.03% 278
2024
Q2 		$294K Sell
7,518
-1,586
-17% -$62.2K 0.03% 268
2024
Q1 		$361K Hold
9,104
– – 0.04% 247
2023
Q4 		$342K Buy
+9,104
New +$318K 0.04% 246

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

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

Beacon Financial Group held its iShares MSCI Intl Quality Factor ETF (IQLT) position steady in Q2 2026 at 7,518 shares worth $373K. The position accounts for 0.03% of the portfolio, ranked #287.

Beacon Financial Group first reported a position in IQLT in Q4 2023 and has held it in 11 quarters since. 140 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

  • Beacon Financial Group held 7,518 shares of iShares MSCI Intl Quality Factor ETF worth $373K as of Q2 2026.
  • Beacon Financial Group left its iShares MSCI Intl Quality Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI Intl Quality Factor ETF made up 0.03% of Beacon Financial Group's portfolio in Q2 2026, its #287 holding.
  • Beacon Financial Group first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2023 and has held it in 11 quarters since.
  • 140 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.