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

Enzi Wealth’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 		$15.5M Sell
313,267
-1,082
-0.3% -$52.9K 4.9% 7
2026
Q1 		$14.5M Sell
314,349
-2,166
-0.7% -$102K 5.04% 8
2025
Q4 		$14.9M Sell
316,515
-213,347
-40% -$9.56M 5.25% 7
2025
Q3 		$23.7M Buy
529,862
+1,822
+0.3% +$78.6K 8.33% 3
2025
Q2 		$22.7M Sell
528,040
-9,647
-2% -$400K 8.32% 3
2025
Q1 		$22M Buy
537,687
+3,076
+0.6% +$121K 8.9% 3
2024
Q4 		$20.6M Buy
534,611
+35,916
+7% +$1.41M 7.84% 3
2024
Q3 		$20.5M Buy
498,695
+26,846
+6% +$1.07M 8.02% 3
2024
Q2 		$18.7M Buy
471,849
+10,656
+2% +$418K 8.24% 3
2024
Q1 		$17.6M Buy
461,193
+261
+0.1% +$9.96K 8.28% 3
2023
Q4 		$17.1M Buy
460,932
+9,164
+2% +$320K 8.22% 3
2023
Q3 		$15.2M Buy
451,768
+16,142
+4% +$566K 8.09% 5
2023
Q2 		$15.9M Sell
435,626
-25,181
-5% -$898K 8.07% 4
2023
Q1 		$16.6M Sell
460,807
-79,268
-15% -$2.72M 8.52% 3
2022
Q4 		$19M Sell
540,075
-1,143
-0.2% -$35.5K 9.06% 2
2022
Q3 		$17.6M Buy
+541,218
New +$16.7M 8.64% 2

Other funds holding IQLT

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

Enzi Wealth's IQLT Position: Q2 2026 in Review

Enzi Wealth reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 0.34% in Q2 2026, selling an estimated $52.9K and leaving 313,267 shares worth $15.5M. The position accounts for 4.9% of the portfolio, ranked #7.

Enzi Wealth first reported a position in IQLT in Q3 2022 and has held it in 16 quarters since. The position peaked at $23.7M in Q3 2025. 117 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

  • Enzi Wealth held 313,267 shares of iShares MSCI Intl Quality Factor ETF worth $15.5M as of Q2 2026.
  • Enzi Wealth sold 1,082 iShares MSCI Intl Quality Factor ETF shares in Q2 2026, an estimated $52.9K.
  • iShares MSCI Intl Quality Factor ETF made up 4.9% of Enzi Wealth's portfolio in Q2 2026, its #7 holding.
  • Enzi Wealth first reported a position in iShares MSCI Intl Quality Factor ETF in Q3 2022 and has held it in 16 quarters since.
  • Enzi Wealth's iShares MSCI Intl Quality Factor ETF position peaked at $23.7M in Q3 2025.
  • 117 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on Enzi Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.