IPW
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Intergy Private Wealth’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Intergy Private Wealth’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 		$6.48M Buy
130,800
+407
+0.3% +$19.9K 1.5% 14
2026
Q1 		$6.03M Sell
130,393
-325
-0.2% -$15.4K 1.77% 14
2025
Q4 		$5.94M Buy
130,718
+7
+0% +$314 1.79% 14
2025
Q3 		$5.78M Sell
130,711
-955
-0.7% -$41.2K 1.81% 15
2025
Q2 		$5.69M Sell
131,666
-372
-0.3% -$15.4K 1.94% 14
2025
Q1 		$5.24M Sell
132,038
-101
-0.1% -$3.98K 1.99% 15
2024
Q4 		$4.91M Buy
132,139
+8
+0% +$313 1.83% 15
2024
Q3 		$5.48M Sell
132,131
-1,283
-1% -$51.1K 2.09% 15
2024
Q2 		$5.21M Sell
133,414
-712
-0.5% -$27.9K 2.15% 14
2024
Q1 		$5.32M Sell
134,126
-2,829
-2% -$108K 2.19% 14
2023
Q4 		$5.14M Buy
136,955
+8,863
+7% +$309K 2.22% 13
2023
Q3 		$4.31M Hold
128,092
– – 2.15% 13
2023
Q2 		$4.56M Sell
128,092
-289
-0.2% -$10.3K 2.23% 13
2023
Q1 		$4.53M Sell
128,381
-649
-0.5% -$22.3K 2.54% 11
2022
Q4 		$4.18M Buy
129,030
+23,783
+23% +$739K 2.61% 12
2022
Q3 		$2.92M Buy
105,247
+85,650
+437% +$2.65M 2.07% 15
2022
Q2 		$606K Buy
+19,597
New +$658K 0.48% 35

Other funds holding IQLT

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

Intergy Private Wealth's IQLT Position: Q2 2026 in Review

Intergy Private Wealth increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 0.31% in Q2 2026, buying an estimated $19.9K and bringing the position to 130,800 shares worth $6.48M. The position accounts for 1.5% of the portfolio, ranked #14.

Intergy Private Wealth first reported a position in IQLT in Q2 2022 and has held it in 17 quarters since. 136 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

  • Intergy Private Wealth held 130,800 shares of iShares MSCI Intl Quality Factor ETF worth $6.48M as of Q2 2026.
  • Intergy Private Wealth bought 407 iShares MSCI Intl Quality Factor ETF shares in Q2 2026, an estimated $19.9K.
  • iShares MSCI Intl Quality Factor ETF made up 1.5% of Intergy Private Wealth's portfolio in Q2 2026, its #14 holding.
  • Intergy Private Wealth first reported a position in iShares MSCI Intl Quality Factor ETF in Q2 2022 and has held it in 17 quarters since.
  • 136 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.