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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
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 		$1.55M 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

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sigma Planning Corp's IQLT Position: Q1 2026 in Review

Sigma Planning Corp increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 1.1% in Q1 2026, buying an estimated $39.1K and bringing the position to 76,004 shares worth $3.51M. The position accounts for 0.1% of the portfolio, ranked #225.

Sigma Planning Corp first reported a position in IQLT in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.77M in Q2 2024. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

  • Sigma Planning Corp held 76,004 shares of iShares MSCI Intl Quality Factor ETF worth $3.51M as of Q1 2026.
  • Sigma Planning Corp bought 826 iShares MSCI Intl Quality Factor ETF shares in Q1 2026, an estimated $39.1K.
  • iShares MSCI Intl Quality Factor ETF made up 0.1% of Sigma Planning Corp's portfolio in Q1 2026, its #225 holding.
  • Sigma Planning Corp first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2020 and has held it in 22 quarters since.
  • Sigma Planning Corp's iShares MSCI Intl Quality Factor ETF position peaked at $3.77M in Q2 2024.
  • 625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.