Forteris Wealth Management
IQLT icon

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

Forteris 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
Q3 		$3.15M Buy
63,636
+2,528
+4% +$128K 2.6% 15
2026
Q2 		$3.03M Buy
61,108
+8,783
+17% +$429K 2.48% 14
2026
Q1 		$2.42M Buy
52,325
+5,676
+12% +$269K 2.32% 16
2025
Q4 		$2.12M Buy
+46,649
New +$2.09M 2.09% 18

Other funds holding IQLT

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sage Mountain Advisors
Sage Mountain Advisors Atlanta, Georgia $1.69B AUM 11.4% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Allen Capital Group
Allen Capital Group Grand Island, Nebraska $1.25B AUM 13.65% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Forteris Wealth Management's IQLT Position: Q3 2026 in Review

Forteris Wealth Management increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 4.1% in Q3 2026, buying an estimated $128K and bringing the position to 63,636 shares worth $3.15M. The position accounts for 2.6% of the portfolio, ranked #15.

Forteris Wealth Management first reported a position in IQLT in Q4 2025 and has held it in 4 quarters since. 380 funds tracked by Wall St. Rank hold IQLT as of Q3 2026.

  • Forteris Wealth Management held 63,636 shares of iShares MSCI Intl Quality Factor ETF worth $3.15M as of Q3 2026.
  • Forteris Wealth Management bought 2,528 iShares MSCI Intl Quality Factor ETF shares in Q3 2026, an estimated $128K.
  • iShares MSCI Intl Quality Factor ETF made up 2.6% of Forteris Wealth Management's portfolio in Q3 2026, its #15 holding.
  • Forteris Wealth Management first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2025 and has held it in 4 quarters since.
  • 380 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q3 2026.

Based on Forteris Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.