LVM Capital Management
IQLT icon

LVM Capital Management’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

LVM Capital Management’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 		$19.9M Buy
402,821
+2,247
+0.6% +$113K 1.66% 19
2026
Q2 		$19.8M Buy
400,574
+562
+0.1% +$27.5K 1.66% 18
2026
Q1 		$18.5M Buy
400,012
+142,551
+55% +$6.74M 1.74% 18
2025
Q4 		$11.7M Buy
257,461
+9,022
+4% +$404K 1.09% 28
2025
Q3 		$11M Buy
248,439
+8,550
+4% +$369K 1.06% 28
2025
Q2 		$10.4M Buy
239,889
+15,654
+7% +$650K 1.08% 29
2025
Q1 		$8.9M Buy
224,235
+8,457
+4% +$333K 0.99% 30
2024
Q4 		$8.01M Buy
215,778
+189,273
+714% +$7.41M 0.86% 34
2024
Q3 		$1.04M Hold
26,505
– – 0.12% 67
2024
Q2 		$1.04M Buy
26,505
+2,586
+11% +$101K 0.12% 67
2024
Q1 		$949K Buy
23,919
+685
+3% +$26.1K 0.11% 70
2023
Q4 		$873K Sell
23,234
-190
-0.8% -$6.63K 0.11% 75
2023
Q3 		$787K Buy
23,424
+1,450
+7% +$50.9K 0.11% 74
2023
Q2 		$782K Sell
21,974
-50
-0.2% -$1.78K 0.1% 77
2023
Q1 		$777K Buy
22,024
+2,335
+12% +$80.2K 0.11% 78
2022
Q4 		$638K Sell
19,689
-250
-1% -$7.77K 0.09% 82
2022
Q3 		$554K Sell
19,939
-12,983
-39% -$402K 0.08% 85
2022
Q2 		$1.02M Sell
32,922
-1,024
-3% -$34.4K 0.15% 67
2022
Q1 		$1.25M Buy
33,946
+2,500
+8% +$92.5K 0.17% 64
2021
Q4 		$1.24M Buy
31,446
+2,298
+8% +$90K 0.17% 62
2021
Q3 		$1.1M Buy
29,148
+3,051
+12% +$121K 0.17% 64
2021
Q2 		$1.01M Buy
26,097
+5,575
+27% +$215K 0.15% 63
2021
Q1 		$748K Buy
20,522
+1,017
+5% +$36.9K 0.12% 68
2020
Q4 		$696K Buy
19,505
+1,100
+6% +$36.8K 0.12% 67
2020
Q3 		$577K Buy
18,405
+7,610
+70% +$237K 0.11% 69
2020
Q2 		$317K Buy
+10,795
New +$302K 0.07% 83

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

LVM Capital Management's IQLT Position: Q3 2026 in Review

LVM Capital Management increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 0.56% in Q3 2026, buying an estimated $113K and bringing the position to 402,821 shares worth $19.9M. The position accounts for 1.66% of the portfolio, ranked #19.

LVM Capital Management first reported a position in IQLT in Q2 2020 and has held it in 26 quarters since. 279 funds tracked by Wall St. Rank hold IQLT as of Q3 2026.

  • LVM Capital Management held 402,821 shares of iShares MSCI Intl Quality Factor ETF worth $19.9M as of Q3 2026.
  • LVM Capital Management bought 2,247 iShares MSCI Intl Quality Factor ETF shares in Q3 2026, an estimated $113K.
  • iShares MSCI Intl Quality Factor ETF made up 1.66% of LVM Capital Management's portfolio in Q3 2026, its #19 holding.
  • LVM Capital Management first reported a position in iShares MSCI Intl Quality Factor ETF in Q2 2020 and has held it in 26 quarters since.
  • 279 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q3 2026.

Based on LVM Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.