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

Montis Financial’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	$1.55M	Sell	31,287 -1,415	-4%	-$71.5K	0.32%	48
2026 Q2	$1.62M	Hold	32,702	–	–	0.33%	49
2026 Q1	$1.51M	Sell	32,702 -1,399	-4%	-$66.2K	0.31%	48
2025 Q4	$1.55M	Sell	34,101 -2,257	-6%	-$101K	0.31%	48
2025 Q3	$1.61M	Sell	36,358 -2,627	-7%	-$113K	0.37%	46
2025 Q2	$1.68M	Sell	38,985 -891	-2%	-$37K	0.47%	34
2025 Q1	$1.58M	Sell	39,876 -8,798	-18%	-$347K	0.47%	36
2024 Q4	$1.81M	Buy	+48,674	New	+$1.9M	0.56%	36

Other funds holding IQLT

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Sage Mountain Advisors Atlanta, Georgia $1.69B AUM 11.4% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Montis Financial's IQLT Position: Q3 2026 in Review

Montis Financial reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 4.3% in Q3 2026, selling an estimated $71.5K and leaving 31,287 shares worth $1.55M. The position accounts for 0.32% of the portfolio, ranked #48.

Montis Financial first reported a position in IQLT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.81M in Q4 2024. 444 funds tracked by Wall St. Rank hold IQLT as of Q3 2026.

Montis Financial held 31,287 shares of iShares MSCI Intl Quality Factor ETF worth $1.55M as of Q3 2026.
Montis Financial sold 1,415 iShares MSCI Intl Quality Factor ETF shares in Q3 2026, an estimated $71.5K.
iShares MSCI Intl Quality Factor ETF made up 0.32% of Montis Financial's portfolio in Q3 2026, its #48 holding.
Montis Financial first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2024 and has held it in 8 quarters since.
Montis Financial's iShares MSCI Intl Quality Factor ETF position peaked at $1.81M in Q4 2024.
444 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q3 2026.

Based on Montis Financial's 13F filing for Q3 2026, filed 4 Nov 2026.