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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
Q3 		$6.47M Hold
130,800
– – 1.45% 14
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

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
Sunburst Financial Group
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
AWM
Altus Wealth Management Ft Mitchell, Kentucky $263M AUM 13.74% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return

Intergy Private Wealth's IQLT Position: Q3 2026 in Review

Intergy Private Wealth held its iShares MSCI Intl Quality Factor ETF (IQLT) position steady in Q3 2026 at 130,800 shares worth $6.47M. The position accounts for 1.45% of the portfolio, ranked #14.

Intergy Private Wealth first reported a position in IQLT in Q2 2022 and has held it in 18 quarters since. The position peaked at $6.48M in Q2 2026. 140 funds tracked by Wall St. Rank hold IQLT as of Q3 2026.

  • Intergy Private Wealth held 130,800 shares of iShares MSCI Intl Quality Factor ETF worth $6.47M as of Q3 2026.
  • Intergy Private Wealth left its iShares MSCI Intl Quality Factor ETF share count unchanged in Q3 2026.
  • iShares MSCI Intl Quality Factor ETF made up 1.45% of Intergy Private Wealth's portfolio in Q3 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 18 quarters since.
  • Intergy Private Wealth's iShares MSCI Intl Quality Factor ETF position peaked at $6.48M in Q2 2026.
  • 140 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.