Pinnacle Associates
IQLT icon

Pinnacle Associates’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Pinnacle Associates’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 		$256K Hold
5,173
– – ﹤0.01% 846
2026
Q2 		$256K Buy
5,173
+310
+6% +$15.2K ﹤0.01% 856
2026
Q1 		$225K Hold
4,863
– – ﹤0.01% 883
2025
Q4 		$221K Buy
4,863
+26
+0.5% +$1.16K ﹤0.01% 876
2025
Q3 		$214K Sell
4,837
-1,055
-18% -$45.5K ﹤0.01% 826
2025
Q2 		$255K Hold
5,892
– – ﹤0.01% 776
2025
Q1 		$234K Sell
5,892
-1,140
-16% -$44.9K ﹤0.01% 765
2024
Q4 		$261K Buy
7,032
+854
+14% +$33.4K ﹤0.01% 747
2024
Q3 		$232K Sell
6,178
-357
-5% -$14.2K ﹤0.01% 742
2024
Q2 		$255K Buy
6,535
+65
+1% +$2.55K ﹤0.01% 729
2024
Q1 		$257K Buy
6,470
+292
+5% +$11.1K ﹤0.01% 738
2023
Q4 		$232K Sell
6,178
-1,290
-17% -$45K ﹤0.01% 754
2023
Q3 		$251K Sell
7,468
-12
-0.2% -$421 ﹤0.01% 708
2023
Q2 		$266K Sell
7,480
-845
-10% -$30.1K ﹤0.01% 707
2023
Q1 		$294K Buy
8,325
+116
+1% +$3.98K 0.01% 625
2022
Q4 		$266K Buy
+8,209
New +$255K 0.01% 638
2022
Q2 		– Sell
-6,365
Closed -$235K – 769
2022
Q1 		$235K Hold
6,365
– – ﹤0.01% 724
2021
Q4 		$251K Hold
6,365
– – ﹤0.01% 707
2021
Q3 		$241K Buy
6,365
+490
+8% +$19.4K ﹤0.01% 691
2021
Q2 		$227K Hold
5,875
– – ﹤0.01% 703
2021
Q1 		$214K Hold
5,875
– – ﹤0.01% 692
2020
Q4 		$210K Buy
+5,875
New +$196K ﹤0.01% 666

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

Pinnacle Associates's IQLT Position: Q3 2026 in Review

Pinnacle Associates held its iShares MSCI Intl Quality Factor ETF (IQLT) position steady in Q3 2026 at 5,173 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #846.

Pinnacle Associates first reported a position in IQLT in Q4 2020 and has held it in 22 quarters since. The position peaked at $294K in Q1 2023. 202 funds tracked by Wall St. Rank hold IQLT as of Q3 2026.

  • Pinnacle Associates held 5,173 shares of iShares MSCI Intl Quality Factor ETF worth $256K as of Q3 2026.
  • Pinnacle Associates left its iShares MSCI Intl Quality Factor ETF share count unchanged in Q3 2026.
  • iShares MSCI Intl Quality Factor ETF made up ﹤0.01% of Pinnacle Associates's portfolio in Q3 2026, its #846 holding.
  • Pinnacle Associates first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2020 and has held it in 22 quarters since.
  • Pinnacle Associates's iShares MSCI Intl Quality Factor ETF position peaked at $294K in Q1 2023.
  • 202 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.