Dopkins Wealth Management’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Dopkins Wealth Management’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	$983K	Sell	19,848 -525	-3%	-$25.7K	0.36%	44
2026 Q1	$942K	Buy	20,373 +48	+0.2%	+$2.27K	0.38%	43
2025 Q4	$924K	Sell	20,325 -480	-2%	-$21.5K	0.38%	41
2025 Q3	$919K	Sell	20,805 -283	-1%	-$12.2K	0.39%	41
2025 Q2	$911K	Sell	21,088 -62	-0.3%	-$2.57K	0.41%	42
2025 Q1	$839K	Buy	21,150 +3,462	+20%	+$136K	0.43%	43
2024 Q4	$657K	Buy	+17,688	New	+$692K	0.33%	47

Other funds holding IQLT

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return