Wolff Financial Management
IQLT icon

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

Wolff 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
Q3 		$283K Sell
5,725
-299
-5% -$15.1K 0.06% 93
2026
Q2 		$298K Sell
6,024
-112
-2% -$5.47K 0.06% 92
2026
Q1 		$284K Sell
6,136
-3,153
-34% -$149K 0.06% 89
2025
Q4 		$422K Buy
9,289
+61
+0.7% +$2.73K 0.09% 75
2025
Q3 		$408K Sell
9,228
-1
-0% -$43 0.09% 76
2025
Q2 		$399K Sell
9,229
-109
-1% -$4.52K 0.1% 75
2025
Q1 		$371K Sell
9,338
-867
-8% -$34.2K 0.1% 74
2024
Q4 		$379K Hold
10,205
– – 0.11% 72
2024
Q3 		$423K Sell
10,205
-7,452
-42% -$297K 0.11% 75
2024
Q2 		$689K Sell
17,657
-2,536
-13% -$99.4K 0.51% 21
2024
Q1 		$801K Sell
20,193
-2,114
-9% -$80.6K 0.23% 48
2023
Q4 		$838K Sell
22,307
-281
-1% -$9.8K 0.26% 47
2023
Q3 		$759K Sell
22,588
-2,251
-9% -$79K 0.26% 47
2023
Q2 		$884K Sell
24,839
-16,738
-40% -$597K 0.77% 17
2023
Q1 		$1.47M Sell
41,577
-29,712
-42% -$1.02M 0.51% 32
2022
Q4 		$2.31M Sell
71,289
-56,642
-44% -$1.76M 0.85% 24
2022
Q3 		$3.55M Buy
127,931
+12,492
+11% +$386K 1.62% 15
2022
Q2 		$3.57M Buy
115,439
+11,821
+11% +$397K 1.59% 16
2022
Q1 		$3.82M Buy
103,618
+4,168
+4% +$154K 1.52% 15
2021
Q4 		$3.92M Buy
99,450
+16,386
+20% +$642K 1.48% 15
2021
Q3 		$3.15M Buy
+83,064
New +$3.28M 2.73% 10
2021
Q1 		$940K Buy
+25,787
New +$935K 0.43% 42

Other funds holding IQLT

Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Allen Capital Group
Allen Capital Group Grand Island, Nebraska $1.25B AUM 13.65% 1-Year Est. Return
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
Unison Advisors
Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return
Sunburst Financial Group
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Wolff Financial Management's IQLT Position: Q3 2026 in Review

Wolff Financial Management reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 5% in Q3 2026, selling an estimated $15.1K and leaving 5,725 shares worth $283K. The position accounts for 0.06% of the portfolio, ranked #93.

Wolff Financial Management first reported a position in IQLT in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.92M in Q4 2021. 258 funds tracked by Wall St. Rank hold IQLT as of Q3 2026.

  • Wolff Financial Management held 5,725 shares of iShares MSCI Intl Quality Factor ETF worth $283K as of Q3 2026.
  • Wolff Financial Management sold 299 iShares MSCI Intl Quality Factor ETF shares in Q3 2026, an estimated $15.1K.
  • iShares MSCI Intl Quality Factor ETF made up 0.06% of Wolff Financial Management's portfolio in Q3 2026, its #93 holding.
  • Wolff Financial Management first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2021 and has held it in 22 quarters since.
  • Wolff Financial Management's iShares MSCI Intl Quality Factor ETF position peaked at $3.92M in Q4 2021.
  • 258 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q3 2026.

Based on Wolff Financial Management's 13F filing for Q3 2026, filed 23 Oct 2026.