Root Financial Partners
IQLT icon

Root Financial Partners’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Root Financial Partners’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 		$55.1K Buy
+1,113
New +$56.2K ﹤0.01% 1033
2026
Q2 		– Sell
-1,039
Closed -$48.1K – 1785
2026
Q1 		$48.1K Sell
1,039
-7
-0.7% -$331 ﹤0.01% 890
2025
Q4 		$47.6K Sell
1,046
-412
-28% -$18.5K ﹤0.01% 739
2025
Q3 		$64.4K Buy
+1,458
New +$62.9K ﹤0.01% 579

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

Root Financial Partners's IQLT Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares MSCI Intl Quality Factor ETF (IQLT) in Q3 2026: 1,113 shares worth $55.1K. The stake represents ﹤0.01% of the portfolio and ranks #1033 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IQLT as recently as Q1 2026.

Root Financial Partners first reported a position in IQLT in Q3 2025 and has held it in 4 quarters since. The position peaked at $64.4K in Q3 2025. 585 funds tracked by Wall St. Rank hold IQLT as of Q3 2026.

  • Root Financial Partners held 1,113 shares of iShares MSCI Intl Quality Factor ETF worth $55.1K as of Q3 2026.
  • iShares MSCI Intl Quality Factor ETF was a new Root Financial Partners position in Q3 2026.
  • iShares MSCI Intl Quality Factor ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1033 holding.
  • Root Financial Partners first reported a position in iShares MSCI Intl Quality Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's iShares MSCI Intl Quality Factor ETF position peaked at $64.4K in Q3 2025.
  • 585 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.