GER Loftin Wealth Advisors LLC’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

GER Loftin Wealth Advisors LLC’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	$6.35M	Buy	+128,264	New	+$6.48M	2.02%	17

Other funds holding IQLT

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

TIAA Wealth Investment Management New York $16.6B AUM

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Sage Mountain Advisors Atlanta, Georgia $1.69B AUM 11.4% 1-Year Est. Return

GER Loftin Wealth Advisors LLC's IQLT Position: Q3 2026 in Review

GER Loftin Wealth Advisors LLC opened a new position in iShares MSCI Intl Quality Factor ETF (IQLT) in Q3 2026: 128,264 shares worth $6.35M. The stake represents 2.02% of the portfolio and ranks #17 among its holdings.

508 funds tracked by Wall St. Rank hold IQLT as of Q3 2026.

GER Loftin Wealth Advisors LLC held 128,264 shares of iShares MSCI Intl Quality Factor ETF worth $6.35M as of Q3 2026.
iShares MSCI Intl Quality Factor ETF was a new GER Loftin Wealth Advisors LLC position in Q3 2026.
iShares MSCI Intl Quality Factor ETF made up 2.02% of GER Loftin Wealth Advisors LLC's portfolio in Q3 2026, its #17 holding.
508 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q3 2026.

Based on GER Loftin Wealth Advisors LLC's 13F filing for Q3 2026, filed 12 Nov 2026.