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Clune & Associates’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Clune & Associates’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
Q3 		– Sell
-4,160
Closed -$206K – 170
2026
Q2 		$206K Buy
+4,160
New +$203K 0.03% 167

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Harbor Group
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
Sunburst Financial Group
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
AWM
Altus Wealth Management Ft Mitchell, Kentucky $263M AUM 13.74% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Clune & Associates's IQLT Position: Q3 2026 in Review

Clune & Associates sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q3 2026, closing a stake of 4,160 shares — an estimated $206K sold.

Clune & Associates first reported a position in IQLT in Q2 2026 and held it in 1 quarter. The position peaked at $206K in Q2 2026. 154 funds tracked by Wall St. Rank hold IQLT as of Q3 2026.

  • Clune & Associates reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q3 2026 after selling out during the quarter.
  • Clune & Associates sold 4,160 iShares MSCI Intl Quality Factor ETF shares in Q3 2026, an estimated $206K.
  • Clune & Associates first reported a position in iShares MSCI Intl Quality Factor ETF in Q2 2026 and held it in 1 quarter.
  • Clune & Associates's iShares MSCI Intl Quality Factor ETF position peaked at $206K in Q2 2026.
  • 154 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.