Middleton & Co’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Middleton & Co’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	$9.42M	Sell	190,318 -19,063	-9%	-$963K	1%	31
2026 Q2	$10.4M	Buy	209,381 +9,075	+5%	+$444K	1.1%	27
2026 Q1	$9.26M	Buy	200,306 +43,839	+28%	+$2.07M	1.06%	32
2025 Q4	$7.11M	Buy	156,467 +8,425	+6%	+$378K	0.76%	43
2025 Q3	$6.54M	Sell	148,042 -6,700	-4%	-$289K	0.71%	45
2025 Q2	$6.69M	Buy	154,742 +8,015	+5%	+$333K	0.75%	43
2025 Q1	$5.82M	Buy	+146,727	New	+$5.78M	0.68%	43

Other funds holding IQLT

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Allen Capital Group Grand Island, Nebraska $1.25B AUM 13.65% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Middleton & Co's IQLT Position: Q3 2026 in Review

Middleton & Co reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 9.1% in Q3 2026, selling an estimated $963K and leaving 190,318 shares worth $9.42M. The position accounts for 1% of the portfolio, ranked #31.

Middleton & Co first reported a position in IQLT in Q1 2025 and has held it in 7 quarters since. The position peaked at $10.4M in Q2 2026. 279 funds tracked by Wall St. Rank hold IQLT as of Q3 2026.

Middleton & Co held 190,318 shares of iShares MSCI Intl Quality Factor ETF worth $9.42M as of Q3 2026.
Middleton & Co sold 19,063 iShares MSCI Intl Quality Factor ETF shares in Q3 2026, an estimated $963K.
iShares MSCI Intl Quality Factor ETF made up 1% of Middleton & Co's portfolio in Q3 2026, its #31 holding.
Middleton & Co first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2025 and has held it in 7 quarters since.
Middleton & Co's iShares MSCI Intl Quality Factor ETF position peaked at $10.4M in Q2 2026.
279 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q3 2026.

Based on Middleton & Co's 13F filing for Q3 2026, filed 23 Oct 2026.