SYM Financial Corp’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

SYM Financial Corp’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 Q1	$250K	Hold	5,402	–	–	0.03%	260
2025 Q4	$246K	Buy	5,402 +173	+3%	+$7.75K	0.03%	275
2025 Q3	$231K	Hold	5,229	–	–	0.02%	284
2025 Q2	$226K	Hold	5,229	–	–	0.03%	278
2025 Q1	$208K	Buy	5,229 +928	+22%	+$36.6K	0.03%	257
2024 Q4	$160K	Hold	4,301	–	–	0.02%	246
2024 Q3	$178K	Hold	4,301	–	–	0.02%	186
2024 Q2	$168K	Hold	4,301	–	–	0.03%	166
2024 Q1	$171K	Hold	4,301	–	–	0.03%	98
2023 Q4	$162K	Buy	4,301 +145	+3%	+$5.06K	0.03%	110
2023 Q3	$140K	Buy	4,156 +198	+5%	+$6.95K	0.02%	99
2023 Q2	$141K	Sell	3,958 -868	-18%	-$30.9K	0.03%	68
2023 Q1	$170K	Hold	4,826	–	–	0.04%	63
2022 Q4	$156K	Hold	4,826	–	–	0.04%	65
2022 Q3	$134K	Hold	4,826	–	–	0.06%	60
2022 Q2	$149K	Hold	4,826	–	–	0.07%	62
2022 Q1	$178K	Hold	4,826	–	–	0.08%	59
2021 Q4	$190K	Hold	4,826	–	–	0.07%	55
2021 Q3	$183K	Hold	4,826	–	–	0.11%	52
2021 Q2	$186K	Hold	4,826	–	–	0.11%	47
2021 Q1	$176K	Hold	4,826	–	–	0.1%	49
2020 Q4	$172K	Buy	+4,826	New	+$161K	0.13%	39

Other funds holding IQLT

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EWM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SYM Financial Corp's IQLT Position: Q1 2026 in Review

SYM Financial Corp held its iShares MSCI Intl Quality Factor ETF (IQLT) position steady in Q1 2026 at 5,402 shares worth $250K. The position accounts for 0.03% of the portfolio, ranked #260.

SYM Financial Corp first reported a position in IQLT in Q4 2020 and has held it in 22 quarters since. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

SYM Financial Corp held 5,402 shares of iShares MSCI Intl Quality Factor ETF worth $250K as of Q1 2026.
SYM Financial Corp left its iShares MSCI Intl Quality Factor ETF share count unchanged in Q1 2026.
iShares MSCI Intl Quality Factor ETF made up 0.03% of SYM Financial Corp's portfolio in Q1 2026, its #260 holding.
SYM Financial Corp first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2020 and has held it in 22 quarters since.
625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.