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TFC Financial Management’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

TFC Financial Management’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 		$484K Buy
9,767
+1,769
+22% +$86.5K 0.05% 86
2026
Q1 		$370K Sell
7,998
-2,600
-25% -$123K 0.05% 92
2025
Q4 		$482K Sell
10,598
-117
-1% -$5.24K 0.06% 79
2025
Q3 		$473K Sell
10,715
-10
-0.1% -$431 0.06% 79
2025
Q2 		$464K Sell
10,725
-620
-5% -$25.7K 0.06% 80
2025
Q1 		$450K Sell
11,345
-1,875
-14% -$73.9K 0.07% 75
2024
Q4 		$491K Buy
13,220
+46
+0.3% +$1.8K 0.08% 70
2024
Q3 		$547K Hold
13,174
– – 0.09% 68
2024
Q2 		$514K Sell
13,174
-528
-4% -$20.7K 0.09% 71
2024
Q1 		$543K Buy
13,702
+274
+2% +$10.5K 0.1% 66
2023
Q4 		$504K Buy
13,428
+34
+0.3% +$1.19K 0.1% 68
2023
Q3 		$450K Hold
13,394
– – 0.11% 68
2023
Q2 		$477K Sell
13,394
-2,691
-17% -$95.9K 0.12% 68
2023
Q1 		$568K Sell
16,085
-2,222
-12% -$76.3K 0.15% 53
2022
Q4 		$593K Buy
18,307
+32
+0.2% +$994 0.17% 44
2022
Q3 		$508K Sell
18,275
-1,357
-7% -$42K 0.16% 49
2022
Q2 		$607K Sell
19,632
-1,269
-6% -$42.6K 0.18% 40
2022
Q1 		$771K Buy
20,901
+248
+1% +$9.18K 0.22% 29
2021
Q4 		$813K Sell
20,653
-1,157
-5% -$45.3K 0.25% 33
2021
Q3 		$826K Sell
21,810
-295
-1% -$11.7K 0.27% 31
2021
Q2 		$852K Sell
22,105
-259
-1% -$10K 0.29% 27
2021
Q1 		$815K Buy
22,364
+4,014
+22% +$145K 0.32% 25
2020
Q4 		$654K Sell
18,350
-220
-1% -$7.36K 0.28% 29
2020
Q3 		$582K Buy
+18,570
New +$579K 0.29% 27

Other funds holding IQLT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return

TFC Financial Management's IQLT Position: Q2 2026 in Review

TFC Financial Management increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 22% in Q2 2026, buying an estimated $86.5K and bringing the position to 9,767 shares worth $484K. The position accounts for 0.05% of the portfolio, ranked #86.

TFC Financial Management first reported a position in IQLT in Q3 2020 and has held it in 24 quarters since. The position peaked at $852K in Q2 2021. 317 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

  • TFC Financial Management held 9,767 shares of iShares MSCI Intl Quality Factor ETF worth $484K as of Q2 2026.
  • TFC Financial Management bought 1,769 iShares MSCI Intl Quality Factor ETF shares in Q2 2026, an estimated $86.5K.
  • iShares MSCI Intl Quality Factor ETF made up 0.05% of TFC Financial Management's portfolio in Q2 2026, its #86 holding.
  • TFC Financial Management first reported a position in iShares MSCI Intl Quality Factor ETF in Q3 2020 and has held it in 24 quarters since.
  • TFC Financial Management's iShares MSCI Intl Quality Factor ETF position peaked at $852K in Q2 2021.
  • 317 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.