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

Carr 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 		$28.4M Buy
573,316
+39,294
+7% +$1.92M 6.54% 4
2026
Q1 		$24.7M Sell
534,022
-45,484
-8% -$2.15M 6.51% 3
2025
Q4 		$26.3M Buy
579,506
+13,122
+2% +$588K 7% 3
2025
Q3 		$25M Buy
566,384
+73,705
+15% +$3.18M 6.87% 3
2025
Q2 		$21.3M Buy
492,679
+246,249
+100% +$10.2M 6.28% 2
2025
Q1 		$9.78M Buy
246,430
+13,169
+6% +$519K 3.21% 7
2024
Q4 		$8.66M Sell
233,261
-96,277
-29% -$3.77M 2.69% 10
2024
Q3 		$13.7M Buy
329,538
+95,588
+41% +$3.81M 4.01% 6
2024
Q2 		$9.14M Buy
233,950
+21,064
+10% +$826K 2.91% 9
2024
Q1 		$8.44M Buy
+212,886
New +$8.12M 2.81% 11

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

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

Carr Financial Group increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 7.4% in Q2 2026, buying an estimated $1.92M and bringing the position to 573,316 shares worth $28.4M. The position accounts for 6.54% of the portfolio, ranked #4.

Carr Financial Group first reported a position in IQLT in Q1 2024 and has held it in 10 quarters since. 644 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

  • Carr Financial Group held 573,316 shares of iShares MSCI Intl Quality Factor ETF worth $28.4M as of Q2 2026.
  • Carr Financial Group bought 39,294 iShares MSCI Intl Quality Factor ETF shares in Q2 2026, an estimated $1.92M.
  • iShares MSCI Intl Quality Factor ETF made up 6.54% of Carr Financial Group's portfolio in Q2 2026, its #4 holding.
  • Carr Financial Group first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2024 and has held it in 10 quarters since.
  • 644 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on Carr Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.