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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
Q3 		$15.8M Buy
315,712
+2,445
+0.8% +$123K 4.72% 8
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% -$9.6M 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% +$10K 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

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 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
Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return

Enzi Wealth's IQLT Position: Q3 2026 in Review

Enzi Wealth increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 0.78% in Q3 2026, buying an estimated $123K and bringing the position to 315,712 shares worth $15.8M. The position accounts for 4.72% of the portfolio, ranked #8.

Enzi Wealth first reported a position in IQLT in Q3 2022 and has held it in 17 quarters since. The position peaked at $23.7M in Q3 2025. 140 funds tracked by Wall St. Rank hold IQLT as of Q3 2026.

  • Enzi Wealth held 315,712 shares of iShares MSCI Intl Quality Factor ETF worth $15.8M as of Q3 2026.
  • Enzi Wealth bought 2,445 iShares MSCI Intl Quality Factor ETF shares in Q3 2026, an estimated $123K.
  • iShares MSCI Intl Quality Factor ETF made up 4.72% of Enzi Wealth's portfolio in Q3 2026, its #8 holding.
  • Enzi Wealth first reported a position in iShares MSCI Intl Quality Factor ETF in Q3 2022 and has held it in 17 quarters since.
  • Enzi Wealth's iShares MSCI Intl Quality Factor ETF position peaked at $23.7M in Q3 2025.
  • 140 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q3 2026.

Based on Enzi Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.