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The Wealth Group’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

The Wealth 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 		$1.56M Hold
31,560
– – 0.3% 31
2026
Q1 		$1.46M Buy
31,560
+136
+0.4% +$6.43K 0.33% 30
2025
Q4 		$1.43M Buy
31,424
+11,788
+60% +$528K 0.32% 29
2025
Q3 		$868K Sell
19,636
-943
-5% -$40.7K 0.2% 40
2025
Q2 		$889K Sell
20,579
-757
-4% -$31.4K 0.23% 37
2025
Q1 		$847K Sell
21,336
-533
-2% -$21K 0.25% 34
2024
Q4 		$812K Sell
21,869
-8,507
-28% -$333K 0.23% 31
2024
Q3 		$1.26M Sell
30,376
-6,276
-17% -$250K 0.37% 27
2024
Q2 		$1.43M Sell
36,652
-9,896
-21% -$388K 0.43% 26
2024
Q1 		$1.84M Sell
46,548
-28,464
-38% -$1.09M 0.57% 22
2023
Q4 		$2.82M Buy
+75,012
New +$2.62M 0.93% 15

Other funds holding IQLT

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

The Wealth Group's IQLT Position: Q2 2026 in Review

The Wealth Group held its iShares MSCI Intl Quality Factor ETF (IQLT) position steady in Q2 2026 at 31,560 shares worth $1.56M. The position accounts for 0.3% of the portfolio, ranked #31.

The Wealth Group first reported a position in IQLT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.82M in Q4 2023. 117 funds tracked by Wall St. Rank hold IQLT as of Q2 2026.

  • The Wealth Group held 31,560 shares of iShares MSCI Intl Quality Factor ETF worth $1.56M as of Q2 2026.
  • The Wealth Group left its iShares MSCI Intl Quality Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI Intl Quality Factor ETF made up 0.3% of The Wealth Group's portfolio in Q2 2026, its #31 holding.
  • The Wealth Group first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2023 and has held it in 11 quarters since.
  • The Wealth Group's iShares MSCI Intl Quality Factor ETF position peaked at $2.82M in Q4 2023.
  • 117 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.