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AWMS
Advocacy Wealth Management Services’s
iShares MSCI Intl Quality Factor ETF
IQLT
Stock Holding History
Advocacy Wealth Management Services’s Portfolio
IQLT Stock Details
IQLT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q4
–
Sell
-24,440
Closed
-$1.01M
–
58
2024
Q3
$1.01M
Hold
24,440
–
–
0.08%
39
2024
Q2
$954K
Hold
24,440
–
–
0.08%
40
2024
Q1
$969K
Buy
24,440
+556
+2%
+$21.2K
0.08%
45
2023
Q4
$897K
Sell
23,884
-7,626
-24%
-$266K
0.09%
43
2023
Q3
$1.06M
Hold
31,510
–
–
0.12%
26
2023
Q2
$1.12M
Buy
31,510
+2,048
+7%
+$73K
0.13%
25
2023
Q1
$1.04M
Buy
29,462
+5,177
+21%
+$178K
0.13%
25
2022
Q4
$787K
Buy
+24,285
New
+$754K
0.1%
29
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
JP Morgan Chase
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$1.56T AUM
27.86%
1-Year Est. Return
Ameriprise
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$432B AUM
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1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
CIA
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$6.84B AUM
17.28%
1-Year Est. Return
LPL Financial
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$377B AUM
19.32%
1-Year Est. Return
Cerity Partners
New York
$70.8B AUM
21.68%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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