Sweeney & Michel’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Sweeney & Michel’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	$2.19M	Sell	44,305 -911	-2%	-$46K	0.58%	30
2026 Q2	$2.34M	Buy	45,216 +2,278	+5%	+$111K	0.61%	29
2026 Q1	$2.1M	Buy	42,938 +4,489	+12%	+$212K	0.62%	31
2025 Q4	$1.88M	Buy	38,449 +3,742	+11%	+$168K	0.56%	32
2025 Q3	$1.52M	Buy	34,707 +2,695	+8%	+$116K	0.51%	35
2025 Q2	$1.38M	Buy	32,012 +2,072	+7%	+$86K	0.49%	39
2025 Q1	$1.07M	Buy	+29,940	New	+$1.18M	0.47%	36
2024 Q3	$956K	Sell	23,599 -1,947	-8%	-$77.6K	0.38%	47
2024 Q2	$1.01M	Buy	25,546 +549	+2%	+$21.5K	0.43%	41
2024 Q1	$994K	Buy	+24,997	New	+$953K	0.44%	40

Other funds holding IQLT

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

Sweeney & Michel's IQLT Position: Q3 2026 in Review

Sweeney & Michel reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 2% in Q3 2026, selling an estimated $46K and leaving 44,305 shares worth $2.19M. The position accounts for 0.58% of the portfolio, ranked #30.

Sweeney & Michel first reported a position in IQLT in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.34M in Q2 2026. 202 funds tracked by Wall St. Rank hold IQLT as of Q3 2026.

Sweeney & Michel held 44,305 shares of iShares MSCI Intl Quality Factor ETF worth $2.19M as of Q3 2026.
Sweeney & Michel sold 911 iShares MSCI Intl Quality Factor ETF shares in Q3 2026, an estimated $46K.
iShares MSCI Intl Quality Factor ETF made up 0.58% of Sweeney & Michel's portfolio in Q3 2026, its #30 holding.
Sweeney & Michel first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2024 and has held it in 10 quarters since.
Sweeney & Michel's iShares MSCI Intl Quality Factor ETF position peaked at $2.34M in Q2 2026.
202 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.