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 Q3	$267K	Hold	5,402	–	–	0.02%	320
2026 Q2	$268K	Hold	5,402	–	–	0.02%	286
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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sage Mountain Advisors Atlanta, Georgia $1.69B AUM 11.4% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Allen Capital Group Grand Island, Nebraska $1.25B AUM 13.65% 1-Year Est. Return

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

SYM Financial Corp's IQLT Position: Q3 2026 in Review

SYM Financial Corp held its iShares MSCI Intl Quality Factor ETF (IQLT) position steady in Q3 2026 at 5,402 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #320.

SYM Financial Corp first reported a position in IQLT in Q4 2020 and has held it in 24 quarters since. The position peaked at $268K in Q2 2026. 404 funds tracked by Wall St. Rank hold IQLT as of Q3 2026.

SYM Financial Corp held 5,402 shares of iShares MSCI Intl Quality Factor ETF worth $267K as of Q3 2026.
SYM Financial Corp left its iShares MSCI Intl Quality Factor ETF share count unchanged in Q3 2026.
iShares MSCI Intl Quality Factor ETF made up 0.02% of SYM Financial Corp's portfolio in Q3 2026, its #320 holding.
SYM Financial Corp first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2020 and has held it in 24 quarters since.
SYM Financial Corp's iShares MSCI Intl Quality Factor ETF position peaked at $268K in Q2 2026.
404 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.