Howard Financial Services
IQLT icon

Howard Financial Services’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Howard Financial Services’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 		$26M Buy
526,068
+10,202
+2% +$515K 2.73% 12
2026
Q2 		$25.6M Buy
515,866
+39,363
+8% +$1.92M 2.76% 12
2026
Q1 		$22M Buy
476,503
+28,940
+6% +$1.37M 2.48% 11
2025
Q4 		$20.3M Buy
447,563
+7,340
+2% +$329K 2.38% 14
2025
Q3 		$19.5M Sell
440,223
-1,162
-0.3% -$50.1K 2.38% 13
2025
Q2 		$19.1M Buy
441,385
+274
+0.1% +$11.4K 2.51% 13
2025
Q1 		$17.5M Sell
441,111
-36,822
-8% -$1.45M 2.38% 13
2024
Q4 		$17.7M Sell
477,933
-9,290
-2% -$363K 2.41% 14
2024
Q3 		$20.2M Buy
487,223
+19,435
+4% +$774K 2.92% 10
2024
Q2 		$18.3M Buy
467,788
+21,562
+5% +$845K 2.99% 10
2024
Q1 		$17.7M Buy
446,226
+10,431
+2% +$398K 3.05% 12
2023
Q4 		$16.4M Buy
435,795
+4,585
+1% +$160K 3.16% 10
2023
Q3 		$14.5M Buy
431,210
+7,212
+2% +$253K 3.32% 6
2023
Q2 		$15.1M Buy
423,998
+6,339
+2% +$226K 3.6% 5
2023
Q1 		$14.7M Buy
417,659
+17,704
+4% +$608K 3.59% 5
2022
Q4 		$13M Buy
399,955
+39,057
+11% +$1.21M 3.4% 5
2022
Q3 		$10M Sell
360,898
-2,703
-0.7% -$83.6K 3.25% 6
2022
Q2 		$11.2M Sell
363,601
-6,977
-2% -$234K 3.82% 5
2022
Q1 		$13.7M Buy
370,578
+47,919
+15% +$1.77M 4.05% 5
2021
Q4 		$12.7M Buy
322,659
+70,311
+28% +$2.75M 3.81% 6
2021
Q3 		$9.6M Buy
252,348
+29,771
+13% +$1.18M 3.58% 6
2021
Q2 		$8.58M Buy
222,577
+32,771
+17% +$1.27M 3.36% 8
2021
Q1 		$6.92M Buy
189,806
+23,789
+14% +$862K 3.11% 8
2020
Q4 		$5.92M Buy
166,017
+13,045
+9% +$436K 3.12% 8
2020
Q3 		$4.79M Buy
152,972
+7,400
+5% +$231K 3.1% 8
2020
Q2 		$4.28M Buy
145,572
+72,619
+100% +$2.03M 3.04% 8
2020
Q1 		$1.89M Buy
+72,953
New +$2.18M 1.67% 13

Other funds holding IQLT

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
Allen Capital Group
Allen Capital Group Grand Island, Nebraska $1.25B AUM 13.65% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Harbor Group
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
Unison Advisors
Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return
Sunburst Financial Group
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Howard Financial Services's IQLT Position: Q3 2026 in Review

Howard Financial Services increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 2% in Q3 2026, buying an estimated $515K and bringing the position to 526,068 shares worth $26M. The position accounts for 2.73% of the portfolio, ranked #12.

Howard Financial Services first reported a position in IQLT in Q1 2020 and has held it in 27 quarters since. 279 funds tracked by Wall St. Rank hold IQLT as of Q3 2026.

  • Howard Financial Services held 526,068 shares of iShares MSCI Intl Quality Factor ETF worth $26M as of Q3 2026.
  • Howard Financial Services bought 10,202 iShares MSCI Intl Quality Factor ETF shares in Q3 2026, an estimated $515K.
  • iShares MSCI Intl Quality Factor ETF made up 2.73% of Howard Financial Services's portfolio in Q3 2026, its #12 holding.
  • Howard Financial Services first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2020 and has held it in 27 quarters since.
  • 279 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.