BFC Planning, Inc.’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

BFC Planning, Inc.’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	$86.1K	Buy	1,738 +21	+1%	+$1.03K	﹤0.01%	1298
2026 Q1	$79.4K	Sell	1,717 -1	-0.1%	-$47	﹤0.01%	1179
2025 Q4	$78.1K	Buy	1,718 +13	+0.8%	+$583	﹤0.01%	1196
2025 Q3	$75.3K	Sell	1,705 -317	-16%	-$13.7K	0.01%	1028
2025 Q2	$87.4K	Buy	2,022 +47	+2%	+$1.95K	0.01%	937
2025 Q1	$78.4K	Buy	1,975 +1,102	+126%	+$43.4K	0.01%	954
2024 Q4	$32.4K	Buy	+873	New	+$34.2K	﹤0.01%	1272

Other funds holding IQLT

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

BFC Planning, Inc.'s IQLT Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 1.2% in Q2 2026, buying an estimated $1.03K and bringing the position to 1,738 shares worth $86.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1298.

BFC Planning, Inc. first reported a position in IQLT in Q4 2024 and has held it in 7 quarters since. The position peaked at $87.4K in Q2 2025. 649 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

BFC Planning, Inc. held 1,738 shares of iShares MSCI Intl Quality Factor ETF worth $86.1K as of Q2 2026.
BFC Planning, Inc. bought 21 iShares MSCI Intl Quality Factor ETF shares in Q2 2026, an estimated $1.03K.
iShares MSCI Intl Quality Factor ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1298 holding.
BFC Planning, Inc. first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s iShares MSCI Intl Quality Factor ETF position peaked at $87.4K in Q2 2025.
649 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.