Sunburst Financial Group
IQLT icon

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
Q3 		$43.4M Buy
877,982
+65,315
+8% +$3.3M 6.88% 5
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

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
Unison Advisors
Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 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

Sunburst Financial Group's IQLT Position: Q3 2026 in Review

Sunburst Financial Group increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 8% in Q3 2026, buying an estimated $3.3M and bringing the position to 877,982 shares worth $43.4M. The position accounts for 6.88% of the portfolio, ranked #5.

Sunburst Financial Group first reported a position in IQLT in Q1 2023 and has held it in 15 quarters since. 279 funds tracked by Wall St. Rank hold IQLT as of Q3 2026.

  • Sunburst Financial Group held 877,982 shares of iShares MSCI Intl Quality Factor ETF worth $43.4M as of Q3 2026.
  • Sunburst Financial Group bought 65,315 iShares MSCI Intl Quality Factor ETF shares in Q3 2026, an estimated $3.3M.
  • iShares MSCI Intl Quality Factor ETF made up 6.88% of Sunburst Financial Group's portfolio in Q3 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 15 quarters since.
  • 279 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q3 2026.

Based on Sunburst Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.