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Everhart Financial Group’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Everhart Financial Group’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 		$236K Buy
4,771
+14
+0.3% +$684 0.02% 426
2026
Q1 		$220K Hold
4,757
– – 0.02% 429
2025
Q4 		$216K Buy
4,757
+9
+0.2% +$403 0.02% 397
2025
Q3 		$210K Sell
4,748
-2,321
-33% -$100K 0.02% 373
2025
Q2 		$306K Buy
+7,069
New +$293K 0.04% 285

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

Everhart Financial Group's IQLT Position: Q2 2026 in Review

Everhart Financial Group increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 0.29% in Q2 2026, buying an estimated $684 and bringing the position to 4,771 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #426.

Everhart Financial Group first reported a position in IQLT in Q2 2025 and has held it in 5 quarters since. The position peaked at $306K in Q2 2025. 136 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

  • Everhart Financial Group held 4,771 shares of iShares MSCI Intl Quality Factor ETF worth $236K as of Q2 2026.
  • Everhart Financial Group bought 14 iShares MSCI Intl Quality Factor ETF shares in Q2 2026, an estimated $684.
  • iShares MSCI Intl Quality Factor ETF made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #426 holding.
  • Everhart Financial Group first reported a position in iShares MSCI Intl Quality Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • Everhart Financial Group's iShares MSCI Intl Quality Factor ETF position peaked at $306K in Q2 2025.
  • 136 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.