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Helen Stephens Group’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Helen Stephens 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 		$223K Buy
4,504
+67
+2% +$3.27K 0.04% 126
2026
Q1 		$205K Hold
4,437
– – 0.04% 121
2025
Q4 		$202K Buy
+4,437
New +$199K 0.04% 117

Other funds holding IQLT

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Helen Stephens Group's IQLT Position: Q2 2026 in Review

Helen Stephens Group increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 1.5% in Q2 2026, buying an estimated $3.27K and bringing the position to 4,504 shares worth $223K. The position accounts for 0.04% of the portfolio, ranked #126.

Helen Stephens Group first reported a position in IQLT in Q4 2025 and has held it in 3 quarters since. 293 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

  • Helen Stephens Group held 4,504 shares of iShares MSCI Intl Quality Factor ETF worth $223K as of Q2 2026.
  • Helen Stephens Group bought 67 iShares MSCI Intl Quality Factor ETF shares in Q2 2026, an estimated $3.27K.
  • iShares MSCI Intl Quality Factor ETF made up 0.04% of Helen Stephens Group's portfolio in Q2 2026, its #126 holding.
  • Helen Stephens Group first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 293 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.