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Abound Wealth Management’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Abound Wealth 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
2024
Q4 		– Sell
-3,222
Closed -$134K – 1305
2024
Q3 		$134K Buy
+3,222
New +$128K 0.04% 85
2023
Q3 		– Sell
-381
Closed -$13.6K – 1190
2023
Q2 		$13.6K Buy
+381
New +$13.6K 0.01% 286

Other funds holding IQLT

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Abound Wealth Management's IQLT Position: Q4 2024 in Review

Abound Wealth Management sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q4 2024, closing a stake of 3,222 shares — an estimated $134K sold.

Abound Wealth Management first reported a position in IQLT in Q2 2023 and held it in 2 quarters. The position peaked at $134K in Q3 2024. 520 funds tracked by Wall St. Rank hold IQLT as of Q4 2024.

  • Abound Wealth Management reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Abound Wealth Management sold 3,222 iShares MSCI Intl Quality Factor ETF shares in Q4 2024, an estimated $134K.
  • Abound Wealth Management first reported a position in iShares MSCI Intl Quality Factor ETF in Q2 2023 and held it in 2 quarters.
  • Abound Wealth Management's iShares MSCI Intl Quality Factor ETF position peaked at $134K in Q3 2024.
  • 520 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q4 2024.

Based on Abound Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.