Sterling Wealth Management
IQLT icon

Sterling Wealth Management’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Sterling Wealth Management’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 		$292K Hold
5,896
– – 0.08% 95
2026
Q2 		$292K Buy
5,896
+4
+0.1% +$195 0.07% 99
2026
Q1 		$272K Sell
5,892
-87
-1% -$4.12K 0.07% 93
2025
Q4 		$272K Buy
5,979
+2
+0% +$90 0.08% 89
2025
Q3 		$264K Sell
5,977
-328
-5% -$14.2K 0.08% 87
2025
Q2 		$273K Buy
+6,305
New +$262K 0.09% 86
2024
Q4 		$236K Sell
6,346
-429
-6% -$16.8K 0.09% 96
2024
Q3 		$281K Sell
6,775
-1,125
-14% -$44.8K 0.1% 92
2024
Q2 		$308K Sell
7,900
-849
-10% -$33.3K 0.15% 80
2024
Q1 		$347K Sell
8,749
-1,677
-16% -$64K 0.17% 73
2023
Q4 		$392K Buy
+10,426
New +$364K 0.22% 60

Other funds holding IQLT

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 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
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Paragon Capital Management (Colorado)
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

Sterling Wealth Management's IQLT Position: Q3 2026 in Review

Sterling Wealth Management held its iShares MSCI Intl Quality Factor ETF (IQLT) position steady in Q3 2026 at 5,896 shares worth $292K. The position accounts for 0.08% of the portfolio, ranked #95.

Sterling Wealth Management first reported a position in IQLT in Q4 2023 and has held it in 11 quarters since. The position peaked at $392K in Q4 2023. 202 funds tracked by Wall St. Rank hold IQLT as of Q3 2026.

  • Sterling Wealth Management held 5,896 shares of iShares MSCI Intl Quality Factor ETF worth $292K as of Q3 2026.
  • Sterling Wealth Management left its iShares MSCI Intl Quality Factor ETF share count unchanged in Q3 2026.
  • iShares MSCI Intl Quality Factor ETF made up 0.08% of Sterling Wealth Management's portfolio in Q3 2026, its #95 holding.
  • Sterling Wealth Management first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2023 and has held it in 11 quarters since.
  • Sterling Wealth Management's iShares MSCI Intl Quality Factor ETF position peaked at $392K in Q4 2023.
  • 202 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q3 2026.

Based on Sterling Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.