Perigon Wealth Management
IQLT icon

Perigon Wealth Management’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Perigon Wealth 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 		$341K Sell
6,883
-600
-8% -$30.3K 0.01% 1079
2026
Q2 		$371K Buy
7,483
+599
+9% +$29.3K 0.01% 1017
2026
Q1 		$318K Buy
6,884
+35
+0.5% +$1.66K 0.01% 997
2025
Q4 		$311K Sell
6,849
-1,573
-19% -$70.5K 0.01% 998
2025
Q3 		$372K Hold
8,422
– – 0.01% 864
2025
Q2 		$364K Sell
8,422
-196
-2% -$8.13K 0.01% 779
2025
Q1 		$342K Buy
+8,618
New +$340K 0.01% 761
2022
Q4 		– Sell
-12,434
Closed -$345K – 702
2022
Q3 		$345K Sell
12,434
-1,141
-8% -$35.3K 0.03% 396
2022
Q2 		$420K Sell
13,575
-13,331
-50% -$448K 0.04% 356
2022
Q1 		$992K Buy
26,906
+3,374
+14% +$125K 0.07% 236
2021
Q4 		$927K Buy
23,532
+17,688
+303% +$693K 0.07% 235
2021
Q3 		$221K Buy
+5,844
New +$231K 0.02% 494

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

Perigon Wealth Management's IQLT Position: Q3 2026 in Review

Perigon Wealth Management reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 8% in Q3 2026, selling an estimated $30.3K and leaving 6,883 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #1079.

Perigon Wealth Management first reported a position in IQLT in Q3 2021 and has held it in 12 quarters since. The position peaked at $992K in Q1 2022. 279 funds tracked by Wall St. Rank hold IQLT as of Q3 2026.

  • Perigon Wealth Management held 6,883 shares of iShares MSCI Intl Quality Factor ETF worth $341K as of Q3 2026.
  • Perigon Wealth Management sold 600 iShares MSCI Intl Quality Factor ETF shares in Q3 2026, an estimated $30.3K.
  • iShares MSCI Intl Quality Factor ETF made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1079 holding.
  • Perigon Wealth Management first reported a position in iShares MSCI Intl Quality Factor ETF in Q3 2021 and has held it in 12 quarters since.
  • Perigon Wealth Management's iShares MSCI Intl Quality Factor ETF position peaked at $992K in Q1 2022.
  • 279 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.