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Briaud Financial Planning’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Briaud Financial Planning’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
2025
Q3 		– Sell
-13
Closed – – 187
2025
Q2 		$0 Buy
+13
New +$539 ﹤0.01% 359

Other funds holding IQLT

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Briaud Financial Planning's IQLT Position: Q3 2025 in Review

Briaud Financial Planning sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q3 2025, closing a stake of 13 shares.

Briaud Financial Planning first reported a position in IQLT in Q2 2025 and held it in 1 quarter. The position peaked at $0 in Q2 2025. 572 funds tracked by Wall St. Rank hold IQLT as of Q3 2025.

  • Briaud Financial Planning reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 13 iShares MSCI Intl Quality Factor ETF shares in Q3 2025.
  • Briaud Financial Planning first reported a position in iShares MSCI Intl Quality Factor ETF in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's iShares MSCI Intl Quality Factor ETF position peaked at $0 in Q2 2025.
  • 572 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.