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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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. 644 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.
644 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.