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Patriot Financial Group Insurance Agency’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Patriot Financial Group Insurance Agency’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
2025
Q3 		– Sell
-91,419
Closed -$3.95M – 540
2025
Q2 		$3.95M Sell
91,419
-5,546
-6% -$230K 0.45% 54
2025
Q1 		$3.85M Sell
96,965
-11,139
-10% -$439K 0.52% 46
2024
Q4 		$4.01M Buy
108,104
+6,372
+6% +$249K 0.54% 42
2024
Q3 		$4.22M Buy
101,732
+2,063
+2% +$82.2K 0.57% 39
2024
Q2 		$3.89M Buy
99,669
+2,873
+3% +$113K 0.57% 35
2024
Q1 		$3.84M Buy
96,796
+4,078
+4% +$156K 0.61% 29
2023
Q4 		$3.48M Buy
92,718
+1,282
+1% +$44.7K 0.66% 30
2023
Q3 		$3.07M Sell
91,436
-198
-0.2% -$6.95K 0.64% 32
2023
Q2 		$3.26M Buy
91,634
+1,438
+2% +$51.3K 0.61% 29
2023
Q1 		$3.18M Buy
90,196
+4,465
+5% +$153K 0.65% 26
2022
Q4 		$2.78M Buy
85,731
+5,507
+7% +$171K 0.37% 31
2022
Q3 		$2.23M Buy
80,224
+17,186
+27% +$532K 0.54% 37
2022
Q2 		$1.95M Buy
63,038
+7,744
+14% +$260K 0.4% 45
2022
Q1 		$2.04M Buy
55,294
+8,107
+17% +$300K 0.36% 52
2021
Q4 		$1.86M Buy
47,187
+4,769
+11% +$187K 0.31% 66
2021
Q3 		$1.61M Buy
42,418
+2,309
+6% +$91.3K 0.28% 75
2021
Q2 		$1.55M Buy
40,109
+6,419
+19% +$248K 0.28% 75
2021
Q1 		$1.23M Buy
33,690
+3,541
+12% +$128K 0.28% 77
2020
Q4 		$1.07M Buy
30,149
+327
+1% +$10.9K 0.27% 86
2020
Q3 		$934K Buy
29,822
+2,214
+8% +$69K 0.3% 68
2020
Q2 		$812K Buy
27,608
+10,421
+61% +$291K 0.31% 74
2020
Q1 		$444K Buy
17,187
+13,722
+396% +$411K 0.2% 102
2019
Q4 		$112K Buy
3,465
+3,388
+4,400% +$105K 0.04% 321
2019
Q3 		$2K Hold
77
– – ﹤0.01% 1096
2019
Q2 		$2K Hold
77
– – ﹤0.01% 1119
2019
Q1 		$2K Hold
77
– – ﹤0.01% 1012
2018
Q4 		$2K Buy
+77
New +$2.09K ﹤0.01% 834

Other funds holding IQLT

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IQLT Position: Q3 2025 in Review

Patriot Financial Group Insurance Agency sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q3 2025, closing a stake of 91,419 shares — an estimated $3.95M sold.

Patriot Financial Group Insurance Agency first reported a position in IQLT in Q4 2018 and held it in 27 quarters. The position peaked at $4.22M in Q3 2024. 572 funds tracked by Wall St. Rank hold IQLT as of Q3 2025.

  • Patriot Financial Group Insurance Agency reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 91,419 iShares MSCI Intl Quality Factor ETF shares in Q3 2025, an estimated $3.95M.
  • Patriot Financial Group Insurance Agency first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2018 and held it in 27 quarters.
  • Patriot Financial Group Insurance Agency's iShares MSCI Intl Quality Factor ETF position peaked at $4.22M in Q3 2024.
  • 572 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q3 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2025, filed 8 Oct 2025.