Cyndeo Wealth Partners
IQLT icon

Cyndeo Wealth Partners’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Cyndeo Wealth Partners’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 		$216K Hold
4,359
– – 0.01% 527
2026
Q2 		$216K Buy
+4,359
New +$213K 0.01% 488
2024
Q4 		– Sell
-5,014
Closed -$208K – 454
2024
Q3 		$208K Buy
+5,014
New +$200K 0.01% 429

Other funds holding IQLT

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Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
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
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 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
Paragon Capital Management (Colorado)
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

Cyndeo Wealth Partners's IQLT Position: Q3 2026 in Review

Cyndeo Wealth Partners held its iShares MSCI Intl Quality Factor ETF (IQLT) position steady in Q3 2026 at 4,359 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #527.

Cyndeo Wealth Partners first reported a position in IQLT in Q3 2024 and has held it in 3 quarters since. The position peaked at $216K in Q2 2026. 219 funds tracked by Wall St. Rank hold IQLT as of Q3 2026.

  • Cyndeo Wealth Partners held 4,359 shares of iShares MSCI Intl Quality Factor ETF worth $216K as of Q3 2026.
  • Cyndeo Wealth Partners left its iShares MSCI Intl Quality Factor ETF share count unchanged in Q3 2026.
  • iShares MSCI Intl Quality Factor ETF made up 0.01% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #527 holding.
  • Cyndeo Wealth Partners first reported a position in iShares MSCI Intl Quality Factor ETF in Q3 2024 and has held it in 3 quarters since.
  • Cyndeo Wealth Partners's iShares MSCI Intl Quality Factor ETF position peaked at $216K in Q2 2026.
  • 219 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.