Independent Financial Group’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Independent Financial 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	$258K	Hold	5,203	–	–	﹤0.01%	1344
2026 Q1	$241K	Sell	5,203 -63	-1%	-$2.98K	0.01%	1286
2025 Q4	$239K	Buy	5,266 +107	+2%	+$4.8K	0.01%	1258
2025 Q3	$228K	Buy	5,159 +19	+0.4%	+$820	0.01%	1225
2025 Q2	$222K	Hold	5,140	–	–	0.01%	1178
2025 Q1	$204K	Buy	+5,140	New	+$203K	0.01%	1108
2024 Q4	–	Sell	-5,140	Closed	-$213K	–	1199
2024 Q3	$213K	Buy	+5,140	New	+$205K	0.01%	1044

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 22.96% 1-Year Est. Return

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

Independent Financial Group's IQLT Position: Q2 2026 in Review

Independent Financial Group held its iShares MSCI Intl Quality Factor ETF (IQLT) position steady in Q2 2026 at 5,203 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #1344.

Independent Financial Group first reported a position in IQLT in Q3 2024 and has held it in 7 quarters since. 639 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

Independent Financial Group held 5,203 shares of iShares MSCI Intl Quality Factor ETF worth $258K as of Q2 2026.
Independent Financial Group left its iShares MSCI Intl Quality Factor ETF share count unchanged in Q2 2026.
iShares MSCI Intl Quality Factor ETF made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1344 holding.
Independent Financial Group first reported a position in iShares MSCI Intl Quality Factor ETF in Q3 2024 and has held it in 7 quarters since.
639 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.