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Valley Forge Investment Consultants’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Valley Forge Investment Consultants’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 		$258K Hold
5,588
– – 0.08% 69
2025
Q4 		$254K Hold
5,588
– – 0.07% 70
2025
Q3 		$247K Buy
+5,588
New +$241K 0.07% 74

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PNC Financial Services Group
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
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
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
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valley Forge Investment Consultants's IQLT Position: Q1 2026 in Review

Valley Forge Investment Consultants held its iShares MSCI Intl Quality Factor ETF (IQLT) position steady in Q1 2026 at 5,588 shares worth $258K. The position accounts for 0.08% of the portfolio, ranked #69.

Valley Forge Investment Consultants first reported a position in IQLT in Q3 2025 and has held it in 3 quarters since. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

  • Valley Forge Investment Consultants held 5,588 shares of iShares MSCI Intl Quality Factor ETF worth $258K as of Q1 2026.
  • Valley Forge Investment Consultants left its iShares MSCI Intl Quality Factor ETF share count unchanged in Q1 2026.
  • iShares MSCI Intl Quality Factor ETF made up 0.08% of Valley Forge Investment Consultants's portfolio in Q1 2026, its #69 holding.
  • Valley Forge Investment Consultants first reported a position in iShares MSCI Intl Quality Factor ETF in Q3 2025 and has held it in 3 quarters since.
  • 625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q1 2026, filed 21 Apr 2026.