Sigma Planning Corp
IQLT icon

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

Sigma Planning Corp’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 		$3.79M Sell
76,609
-302
-0.4% -$15.3K 0.1% 205
2026
Q2 		$3.81M Buy
76,911
+907
+1% +$44.3K 0.1% 216
2026
Q1 		$3.51M Buy
76,004
+826
+1% +$39.1K 0.1% 225
2025
Q4 		$3.42M Sell
75,178
-109
-0.1% -$4.88K 0.09% 224
2025
Q3 		$3.33M Buy
75,287
+505
+0.7% +$21.8K 0.09% 223
2025
Q2 		$3.23M Buy
74,782
+8,505
+13% +$353K 0.1% 216
2025
Q1 		$2.63M Buy
66,277
+602
+0.9% +$23.7K 0.08% 236
2024
Q4 		$2.44M Sell
65,675
-20,895
-24% -$818K 0.08% 247
2024
Q3 		$3.59M Sell
86,570
-9,921
-10% -$395K 0.11% 187
2024
Q2 		$3.77M Buy
96,491
+2,334
+2% +$91.5K 0.12% 169
2024
Q1 		$3.73M Buy
94,157
+54,234
+136% +$2.07M 0.12% 184
2023
Q4 		$1.5M Sell
39,923
-63,238
-61% -$2.21M 0.12% 187
2023
Q3 		$3.47M Buy
103,161
+2,093
+2% +$73.4K 0.13% 158
2023
Q2 		$3.6M Buy
101,068
+11,345
+13% +$404K 0.13% 161
2023
Q1 		$3.17M Buy
89,723
+44,504
+98% +$1.53M 0.11% 194
2022
Q4 		$1.46M Buy
45,219
+631
+1% +$19.6K 0.05% 361
2022
Q3 		$1.24M Sell
44,588
-5,690
-11% -$176K 0.05% 385
2022
Q2 		$1.56M Buy
50,278
+25
+0% +$840 0.05% 324
2022
Q1 		$1.85M Sell
50,253
-4,578
-8% -$169K 0.06% 332
2021
Q4 		$2.16M Buy
54,831
+8,439
+18% +$331K 0.06% 312
2021
Q3 		$1.76M Buy
46,392
+1,592
+4% +$62.9K 0.05% 357
2021
Q2 		$1.73M Buy
44,800
+3,947
+10% +$152K 0.05% 368
2021
Q1 		$1.49M Buy
40,853
+20,305
+99% +$736K 0.05% 381
2020
Q4 		$733K Buy
+20,548
New +$687K 0.02% 544

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
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
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

Sigma Planning Corp's IQLT Position: Q3 2026 in Review

Sigma Planning Corp reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 0.39% in Q3 2026, selling an estimated $15.3K and leaving 76,609 shares worth $3.79M. The position accounts for 0.1% of the portfolio, ranked #205.

Sigma Planning Corp first reported a position in IQLT in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.81M in Q2 2026. 234 funds tracked by Wall St. Rank hold IQLT as of Q3 2026.

  • Sigma Planning Corp held 76,609 shares of iShares MSCI Intl Quality Factor ETF worth $3.79M as of Q3 2026.
  • Sigma Planning Corp sold 302 iShares MSCI Intl Quality Factor ETF shares in Q3 2026, an estimated $15.3K.
  • iShares MSCI Intl Quality Factor ETF made up 0.1% of Sigma Planning Corp's portfolio in Q3 2026, its #205 holding.
  • Sigma Planning Corp first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2020 and has held it in 24 quarters since.
  • Sigma Planning Corp's iShares MSCI Intl Quality Factor ETF position peaked at $3.81M in Q2 2026.
  • 234 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.