Planning Strategies
IQLT icon

Planning Strategies’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Planning Strategies’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 		$10.1M Sell
203,219
-3,747
-2% -$189K 5.95% 4
2026
Q2 		$10.3M Buy
+206,966
New +$10.1M 6.4% 4

Other funds holding IQLT

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Planning Strategies's IQLT Position: Q3 2026 in Review

Planning Strategies reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 1.8% in Q3 2026, selling an estimated $189K and leaving 203,219 shares worth $10.1M. The position accounts for 5.95% of the portfolio, ranked #4.

Planning Strategies first reported a position in IQLT in Q2 2026 and has held it in 2 quarters since. The position peaked at $10.3M in Q2 2026. 585 funds tracked by Wall St. Rank hold IQLT as of Q3 2026.

  • Planning Strategies held 203,219 shares of iShares MSCI Intl Quality Factor ETF worth $10.1M as of Q3 2026.
  • Planning Strategies sold 3,747 iShares MSCI Intl Quality Factor ETF shares in Q3 2026, an estimated $189K.
  • iShares MSCI Intl Quality Factor ETF made up 5.95% of Planning Strategies's portfolio in Q3 2026, its #4 holding.
  • Planning Strategies first reported a position in iShares MSCI Intl Quality Factor ETF in Q2 2026 and has held it in 2 quarters since.
  • Planning Strategies's iShares MSCI Intl Quality Factor ETF position peaked at $10.3M in Q2 2026.
  • 585 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.