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

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

Other funds holding IQLT

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Advocacy Wealth Management Services's IQLT Position: Q4 2024 in Review

Advocacy Wealth Management Services sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q4 2024, closing a stake of 24,440 shares — an estimated $1.01M sold.

Advocacy Wealth Management Services first reported a position in IQLT in Q4 2022 and held it in 8 quarters. The position peaked at $1.12M in Q2 2023. 521 funds tracked by Wall St. Rank hold IQLT as of Q4 2024.

Advocacy Wealth Management Services reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q4 2024 after selling out during the quarter.
Advocacy Wealth Management Services sold 24,440 iShares MSCI Intl Quality Factor ETF shares in Q4 2024, an estimated $1.01M.
Advocacy Wealth Management Services first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2022 and held it in 8 quarters.
Advocacy Wealth Management Services's iShares MSCI Intl Quality Factor ETF position peaked at $1.12M in Q2 2023.
521 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q4 2024.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2024, filed 14 Feb 2025.