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Shum Financial Group’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Shum Financial Group’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
Q2 		$4.73M Buy
95,491
+9,314
+11% +$455K 2.85% 7
2026
Q1 		$3.98M Buy
86,177
+3,473
+4% +$164K 2.82% 7
2025
Q4 		$3.76M Buy
82,704
+9,795
+13% +$439K 2.71% 7
2025
Q3 		$3.22M Buy
+72,909
New +$3.15M 2.4% 11
2025
Q1 		$2.59M Buy
65,240
+1,031
+2% +$40.6K 2.24% 11
2024
Q4 		$2.38M Buy
64,209
+1,148
+2% +$44.9K 2.06% 15
2024
Q3 		$2.45M Buy
+63,061
New +$2.51M 2.05% 14

Other funds holding IQLT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Shum Financial Group's IQLT Position: Q2 2026 in Review

Shum Financial Group increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 11% in Q2 2026, buying an estimated $455K and bringing the position to 95,491 shares worth $4.73M. The position accounts for 2.85% of the portfolio, ranked #7.

Shum Financial Group first reported a position in IQLT in Q3 2024 and has held it in 7 quarters since. 380 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

  • Shum Financial Group held 95,491 shares of iShares MSCI Intl Quality Factor ETF worth $4.73M as of Q2 2026.
  • Shum Financial Group bought 9,314 iShares MSCI Intl Quality Factor ETF shares in Q2 2026, an estimated $455K.
  • iShares MSCI Intl Quality Factor ETF made up 2.85% of Shum Financial Group's portfolio in Q2 2026, its #7 holding.
  • Shum Financial Group first reported a position in iShares MSCI Intl Quality Factor ETF in Q3 2024 and has held it in 7 quarters since.
  • 380 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.