My Personal CFO LLC
IQLT icon

My Personal CFO LLC’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

My Personal CFO LLC’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 		$2.71M Sell
54,848
-764
-1% -$38.6K 0.97% 24
2026
Q2 		$2.76M Sell
55,612
-2,137
-4% -$104K 1.08% 24
2026
Q1 		$2.67M Sell
57,749
-723
-1% -$34.2K 1.17% 21
2025
Q4 		$2.66M Buy
+58,472
New +$2.62M 1.11% 25
2025
Q3 		– Sell
-59,711
Closed -$2.58M – 128
2025
Q2 		$2.58M Buy
59,711
+4,511
+8% +$187K 1.17% 23
2025
Q1 		$2.19M Hold
55,200
– – 1.1% 25
2024
Q4 		$2.05M Buy
55,200
+9,272
+20% +$363K 1.05% 28
2024
Q3 		$1.91M Buy
45,928
+118
+0.3% +$4.7K 1.04% 30
2024
Q2 		$1.79M Buy
45,810
+7,871
+21% +$308K 0.96% 28
2024
Q1 		$1.5M Sell
37,939
-500
-1% -$19.1K 0.87% 33
2023
Q4 		$1.44M Buy
38,439
+10,622
+38% +$371K 0.94% 28
2023
Q3 		$935K Hold
27,817
– – 0.76% 36
2023
Q2 		$990K Buy
27,817
+12
+0% +$428 0.78% 34
2023
Q1 		$982K Buy
27,805
+25,805
+1,290% +$886K 0.84% 32
2022
Q4 		$577K Buy
2,000
+3
+0.2% +$93 0.53% 40
2022
Q3 		$220K Sell
1,997
-23,960
-92% -$741K 0.33% 55
2022
Q2 		$803K Buy
25,957
+20
+0.1% +$672 1.03% 25
2022
Q1 		$956K Sell
25,937
-9,000
-26% -$333K 0.99% 25
2021
Q4 		$1.38M Buy
+34,937
New +$1.37M 1.2% 21

Other funds holding IQLT

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 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
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
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Paragon Capital Management (Colorado)
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

My Personal CFO LLC's IQLT Position: Q3 2026 in Review

My Personal CFO LLC reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 1.4% in Q3 2026, selling an estimated $38.6K and leaving 54,848 shares worth $2.71M. The position accounts for 0.97% of the portfolio, ranked #24.

My Personal CFO LLC first reported a position in IQLT in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.76M in Q2 2026. 202 funds tracked by Wall St. Rank hold IQLT as of Q3 2026.

  • My Personal CFO LLC held 54,848 shares of iShares MSCI Intl Quality Factor ETF worth $2.71M as of Q3 2026.
  • My Personal CFO LLC sold 764 iShares MSCI Intl Quality Factor ETF shares in Q3 2026, an estimated $38.6K.
  • iShares MSCI Intl Quality Factor ETF made up 0.97% of My Personal CFO LLC's portfolio in Q3 2026, its #24 holding.
  • My Personal CFO LLC first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2021 and has held it in 19 quarters since.
  • My Personal CFO LLC's iShares MSCI Intl Quality Factor ETF position peaked at $2.76M in Q2 2026.
  • 202 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q3 2026.

Based on My Personal CFO LLC's 13F filing for Q3 2026, filed 14 Oct 2026.