Sax Wealth Advisors
IQLT icon

Sax Wealth Advisors’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Sax Wealth Advisors’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 		$1.93M Sell
38,974
-1,579
-4% -$79.8K 0.06% 203
2026
Q2 		$1.87M Buy
40,553
+789
+2% +$38.6K 0.08% 156
2026
Q1 		$1.81M Sell
39,764
-160
-0.4% -$7.57K 0.09% 129
2025
Q4 		$1.81M Sell
39,924
-4,289
-10% -$192K 0.09% 131
2025
Q3 		$1.95M Sell
44,213
-7,498
-14% -$324K 0.11% 110
2025
Q2 		$2.23M Sell
51,711
-5,016
-9% -$208K 0.13% 94
2025
Q1 		$2.25M Sell
56,727
-5,267
-8% -$208K 0.16% 84
2024
Q4 		$2.3M Sell
61,994
-11,567
-16% -$453K 0.18% 68
2024
Q3 		$3.05M Sell
73,561
-693
-0.9% -$27.6K 0.27% 46
2024
Q2 		$2.9M Sell
74,254
-3,307
-4% -$130K 0.28% 52
2024
Q1 		$3.08M Sell
77,561
-13,971
-15% -$533K 0.36% 34
2023
Q4 		$3.44M Sell
91,532
-7,798
-8% -$272K 0.56% 34
2023
Q3 		$3.34M Buy
99,330
+2,698
+3% +$94.7K 0.66% 32
2023
Q2 		$3.44M Buy
96,632
+1,581
+2% +$56.4K 0.69% 33
2023
Q1 		$3.36M Buy
95,051
+267
+0.3% +$9.17K 0.73% 30
2022
Q4 		$3.07M Sell
94,784
-15,825
-14% -$492K 0.71% 28
2022
Q3 		$3.07M Sell
110,609
-1,812
-2% -$56K 0.79% 26
2022
Q2 		$3.48M Sell
112,421
-17,750
-14% -$596K 0.88% 23
2022
Q1 		$4.8M Sell
130,171
-8,534
-6% -$316K 1.16% 22
2021
Q4 		$5.46M Buy
138,705
+13,479
+11% +$528K 1.14% 21
2021
Q3 		$4.74M Buy
125,226
+4,787
+4% +$189K 1.13% 20
2021
Q2 		$4.64M Buy
120,439
+19,893
+20% +$768K 1.59% 16
2021
Q1 		$3.66M Buy
100,546
+23,432
+30% +$849K 1.34% 22
2020
Q4 		$2.75M Buy
+77,114
New +$2.58M 1.26% 22

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
Sage Mountain Advisors
Sage Mountain Advisors Atlanta, Georgia $1.69B AUM 11.4% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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

Sax Wealth Advisors's IQLT Position: Q3 2026 in Review

Sax Wealth Advisors reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 3.9% in Q3 2026, selling an estimated $79.8K and leaving 38,974 shares worth $1.93M. The position accounts for 0.06% of the portfolio, ranked #203.

Sax Wealth Advisors first reported a position in IQLT in Q4 2020 and has held it in 24 quarters since. The position peaked at $5.46M in Q4 2021. 338 funds tracked by Wall St. Rank hold IQLT as of Q3 2026.

  • Sax Wealth Advisors held 38,974 shares of iShares MSCI Intl Quality Factor ETF worth $1.93M as of Q3 2026.
  • Sax Wealth Advisors sold 1,579 iShares MSCI Intl Quality Factor ETF shares in Q3 2026, an estimated $79.8K.
  • iShares MSCI Intl Quality Factor ETF made up 0.06% of Sax Wealth Advisors's portfolio in Q3 2026, its #203 holding.
  • Sax Wealth Advisors first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2020 and has held it in 24 quarters since.
  • Sax Wealth Advisors's iShares MSCI Intl Quality Factor ETF position peaked at $5.46M in Q4 2021.
  • 338 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.