Forum Financial Management’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Forum Financial 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
2025 Q4	–	Sell	-4,659	Closed	-$206K	–	1037
2025 Q3	$206K	Buy	4,659 +14	+0.3%	+$604	﹤0.01%	960
2025 Q2	$201K	Buy	+4,645	New	+$193K	﹤0.01%	907
2024 Q2	–	Sell	-8,662	Closed	-$344K	–	746
2024 Q1	$344K	Sell	8,662 -127	-1%	-$4.84K	0.01%	446
2023 Q4	$330K	Sell	8,789 -1,700	-16%	-$59.3K	0.01%	419
2023 Q3	$353K	Sell	10,489 -321	-3%	-$11.3K	0.01%	372
2023 Q2	$385K	Hold	10,810	–	–	0.01%	361
2023 Q1	$382K	Buy	10,810 +321	+3%	+$11K	0.01%	330
2022 Q4	$340K	Hold	10,489	–	–	0.01%	356
2022 Q3	$291K	Buy	+10,489	New	+$324K	0.01%	359

Other funds holding IQLT

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $6.84B AUM 17.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Forum Financial Management's IQLT Position: Q4 2025 in Review

Forum Financial Management sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q4 2025, closing a stake of 4,659 shares — an estimated $206K sold.

Forum Financial Management first reported a position in IQLT in Q3 2022 and held it in 9 quarters. The position peaked at $385K in Q2 2023. 617 funds tracked by Wall St. Rank hold IQLT as of Q4 2025.

Forum Financial Management reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q4 2025 after selling out during the quarter.
Forum Financial Management sold 4,659 iShares MSCI Intl Quality Factor ETF shares in Q4 2025, an estimated $206K.
Forum Financial Management first reported a position in iShares MSCI Intl Quality Factor ETF in Q3 2022 and held it in 9 quarters.
Forum Financial Management's iShares MSCI Intl Quality Factor ETF position peaked at $385K in Q2 2023.
617 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q4 2025.

Based on Forum Financial Management's 13F filing for Q4 2025, filed 27 Jan 2026.