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

Berger 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 		$1.54M Sell
31,162
-1,472
-5% -$71.9K 0.08% 177
2026
Q1 		$1.51M Sell
32,634
-1,261
-4% -$59.7K 0.08% 171
2025
Q4 		$1.54M Sell
33,895
-838
-2% -$37.6K 0.09% 170
2025
Q3 		$1.53M Buy
34,733
+2,067
+6% +$89.2K 0.09% 168
2025
Q2 		$1.41M Sell
32,666
-306
-0.9% -$12.7K 0.09% 164
2025
Q1 		$1.31M Sell
32,972
-2,688
-8% -$106K 0.09% 161
2024
Q4 		$1.32M Buy
35,660
+3,733
+12% +$146K 0.09% 158
2024
Q3 		$1.32M Buy
31,927
+3,809
+14% +$152K 0.1% 144
2024
Q2 		$1.1M Buy
28,118
+7,288
+35% +$286K 0.09% 144
2024
Q1 		$826K Buy
20,830
+8,556
+70% +$326K 0.07% 164
2023
Q4 		$461K Buy
12,274
+2,449
+25% +$85.4K 0.05% 172
2023
Q3 		$330K Buy
9,825
+2,531
+35% +$88.8K 0.04% 197
2023
Q2 		$260K Sell
7,294
-129
-2% -$4.6K 0.03% 237
2023
Q1 		$262K Sell
7,423
-1,923
-21% -$66K 0.03% 227
2022
Q4 		$303K Sell
9,346
-45
-0.5% -$1.4K 0.04% 199
2022
Q3 		$261K Sell
9,391
-493
-5% -$15.2K 0.04% 203
2022
Q2 		$306K Buy
9,884
+475
+5% +$16K 0.04% 185
2022
Q1 		$347K Sell
9,409
-24
-0.3% -$888 0.04% 187
2021
Q4 		$371K Buy
9,433
+3,109
+49% +$122K 0.05% 184
2021
Q3 		$240K Buy
6,324
+144
+2% +$5.69K 0.04% 185
2021
Q2 		$238K Buy
+6,180
New +$239K 0.04% 184

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

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

Berger Financial Group reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 4.5% in Q2 2026, selling an estimated $71.9K and leaving 31,162 shares worth $1.54M. The position accounts for 0.08% of the portfolio, ranked #177.

Berger Financial Group first reported a position in IQLT in Q2 2021 and has held it in 21 quarters since. 644 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

  • Berger Financial Group held 31,162 shares of iShares MSCI Intl Quality Factor ETF worth $1.54M as of Q2 2026.
  • Berger Financial Group sold 1,472 iShares MSCI Intl Quality Factor ETF shares in Q2 2026, an estimated $71.9K.
  • iShares MSCI Intl Quality Factor ETF made up 0.08% of Berger Financial Group's portfolio in Q2 2026, its #177 holding.
  • Berger Financial Group first reported a position in iShares MSCI Intl Quality Factor ETF in Q2 2021 and has held it in 21 quarters since.
  • 644 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.