The Wealth Group
IQLT icon

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
Q3 		$1.57M Hold
31,560
– – 0.29% 32
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

Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Harbor Group
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
Sunburst Financial Group
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Paragon Capital Management (Colorado)
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
Altus Wealth Management
Altus Wealth Management Ft Mitchell, Kentucky $263M AUM 13.74% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

The Wealth Group's IQLT Position: Q3 2026 in Review

The Wealth Group held its iShares MSCI Intl Quality Factor ETF (IQLT) position steady in Q3 2026 at 31,560 shares worth $1.57M. The position accounts for 0.29% of the portfolio, ranked #32.

The Wealth Group first reported a position in IQLT in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.82M in Q4 2023. 164 funds tracked by Wall St. Rank hold IQLT as of Q3 2026.

  • The Wealth Group held 31,560 shares of iShares MSCI Intl Quality Factor ETF worth $1.57M as of Q3 2026.
  • The Wealth Group left its iShares MSCI Intl Quality Factor ETF share count unchanged in Q3 2026.
  • iShares MSCI Intl Quality Factor ETF made up 0.29% of The Wealth Group's portfolio in Q3 2026, its #32 holding.
  • The Wealth Group first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2023 and has held it in 12 quarters since.
  • The Wealth Group's iShares MSCI Intl Quality Factor ETF position peaked at $2.82M in Q4 2023.
  • 164 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q3 2026.

Based on The Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.