Burt Wealth Advisors’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Burt Wealth Advisors’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	$552K	Hold	12,489	–	–	0.14%	65
2025 Q2	$540K	Buy	12,489 +689	+6%	+$28.6K	0.12%	68
2025 Q1	$468K	Sell	11,800 -95	-0.8%	-$3.75K	0.12%	64
2024 Q4	$442K	Hold	11,895	–	–	0.11%	68
2024 Q3	$494K	Hold	11,895	–	–	0.12%	64
2024 Q2	$465K	Hold	11,895	–	–	0.12%	64
2024 Q1	$472K	Hold	11,895	–	–	0.12%	70
2023 Q4	$447K	Sell	11,895 -100	-0.8%	-$3.49K	0.13%	62
2023 Q3	$403K	Hold	11,995	–	–	0.12%	62
2023 Q2	$427K	Hold	11,995	–	–	0.13%	63
2023 Q1	$423K	Hold	11,995	–	–	0.13%	62
2022 Q4	$389K	Buy	+11,995	New	+$373K	0.13%	68
2021 Q1	–	Sell	-978	Closed	-$35K	–	219
2020 Q4	$35K	Hold	978	–	–	0.01%	204
2020 Q3	$31K	Hold	978	–	–	0.01%	212
2020 Q2	$29K	Sell	978 -463	-32%	-$12.9K	0.01%	211
2020 Q1	$37K	Buy	+1,441	New	+$43.1K	0.02%	188

Other funds holding IQLT

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Burt Wealth Advisors's IQLT Position: Q3 2025 in Review

Burt Wealth Advisors held its iShares MSCI Intl Quality Factor ETF (IQLT) position steady in Q3 2025 at 12,489 shares worth $552K. The position accounts for 0.14% of the portfolio, ranked #65.

Burt Wealth Advisors first reported a position in IQLT in Q1 2020 and has held it in 16 quarters since. 574 funds tracked by Wall St. Rank hold IQLT as of Q3 2025.

Burt Wealth Advisors held 12,489 shares of iShares MSCI Intl Quality Factor ETF worth $552K as of Q3 2025.
Burt Wealth Advisors left its iShares MSCI Intl Quality Factor ETF share count unchanged in Q3 2025.
iShares MSCI Intl Quality Factor ETF made up 0.14% of Burt Wealth Advisors's portfolio in Q3 2025, its #65 holding.
Burt Wealth Advisors first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2020 and has held it in 16 quarters since.
574 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.