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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
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 $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Forteris Wealth Management's IQLT Position: Q2 2026 in Review

Forteris Wealth Management increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 17% in Q2 2026, buying an estimated $429K and bringing the position to 61,108 shares worth $3.03M. The position accounts for 2.48% of the portfolio, ranked #14.

Forteris Wealth Management first reported a position in IQLT in Q4 2025 and has held it in 3 quarters since. 410 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

  • Forteris Wealth Management held 61,108 shares of iShares MSCI Intl Quality Factor ETF worth $3.03M as of Q2 2026.
  • Forteris Wealth Management bought 8,783 iShares MSCI Intl Quality Factor ETF shares in Q2 2026, an estimated $429K.
  • iShares MSCI Intl Quality Factor ETF made up 2.48% of Forteris Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Forteris Wealth Management first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 410 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on Forteris Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.