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

Sunburst 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 		$40.3M Buy
812,667
+51,982
+7% +$2.54M 6.52% 5
2026
Q1 		$35.2M Buy
760,685
+30,681
+4% +$1.45M 6.48% 5
2025
Q4 		$33.2M Buy
730,004
+40,423
+6% +$1.81M 6.71% 6
2025
Q3 		$30.5M Buy
689,581
+272,105
+65% +$11.7M 6.42% 6
2025
Q2 		$18M Buy
417,476
+19,288
+5% +$800K 4.04% 8
2025
Q1 		$15.8M Buy
398,188
+38,807
+11% +$1.53M 3.88% 8
2024
Q4 		$13.3M Buy
359,381
+63,277
+21% +$2.48M 3.3% 8
2024
Q3 		$12.3M Buy
296,104
+22,458
+8% +$895K 3.12% 9
2024
Q2 		$10.7M Buy
273,646
+18,994
+7% +$744K 2.9% 9
2024
Q1 		$10.1M Buy
254,652
+19,482
+8% +$743K 2.85% 9
2023
Q4 		$8.83M Buy
235,170
+18,043
+8% +$629K 2.73% 11
2023
Q3 		$7.3M Buy
217,127
+26,167
+14% +$918K 2.57% 11
2023
Q2 		$6.8M Buy
190,960
+11,461
+6% +$409K 2.37% 12
2023
Q1 		$6.34M Buy
+179,499
New +$6.16M 2.34% 13

Other funds holding IQLT

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return

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

Sunburst Financial Group increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 6.8% in Q2 2026, buying an estimated $2.54M and bringing the position to 812,667 shares worth $40.3M. The position accounts for 6.52% of the portfolio, ranked #5.

Sunburst Financial Group first reported a position in IQLT in Q1 2023 and has held it in 14 quarters since. 117 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

  • Sunburst Financial Group held 812,667 shares of iShares MSCI Intl Quality Factor ETF worth $40.3M as of Q2 2026.
  • Sunburst Financial Group bought 51,982 iShares MSCI Intl Quality Factor ETF shares in Q2 2026, an estimated $2.54M.
  • iShares MSCI Intl Quality Factor ETF made up 6.52% of Sunburst Financial Group's portfolio in Q2 2026, its #5 holding.
  • Sunburst Financial Group first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2023 and has held it in 14 quarters since.
  • 117 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.