Helen Stephens Group
IQLT icon

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
Q3 		$223K Hold
4,504
– – 0.04% 127
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

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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 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

Helen Stephens Group's IQLT Position: Q3 2026 in Review

Helen Stephens Group held its iShares MSCI Intl Quality Factor ETF (IQLT) position steady in Q3 2026 at 4,504 shares worth $223K. The position accounts for 0.04% of the portfolio, ranked #127.

Helen Stephens Group first reported a position in IQLT in Q4 2025 and has held it in 4 quarters since. The position peaked at $223K in Q2 2026. 444 funds tracked by Wall St. Rank hold IQLT as of Q3 2026.

  • Helen Stephens Group held 4,504 shares of iShares MSCI Intl Quality Factor ETF worth $223K as of Q3 2026.
  • Helen Stephens Group left its iShares MSCI Intl Quality Factor ETF share count unchanged in Q3 2026.
  • iShares MSCI Intl Quality Factor ETF made up 0.04% of Helen Stephens Group's portfolio in Q3 2026, its #127 holding.
  • Helen Stephens Group first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2025 and has held it in 4 quarters since.
  • Helen Stephens Group's iShares MSCI Intl Quality Factor ETF position peaked at $223K in Q2 2026.
  • 444 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.