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Agilis Partners’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Agilis Partners’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
2021
Q2 		– Sell
-2,367
Closed -$86K – 27
2021
Q1 		$86K Hold
2,367
– – 0.04% 27
2020
Q4 		$84K Sell
2,367
-44,535
-95% -$1.49M 0.04% 26
2020
Q3 		$1.47M Buy
+46,902
New +$1.46M 0.55% 21

Other funds holding IQLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Agilis Partners's IQLT Position: Q2 2021 in Review

Agilis Partners sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q2 2021, closing a stake of 2,367 shares — an estimated $86K sold.

Agilis Partners first reported a position in IQLT in Q3 2020 and held it in 3 quarters. The position peaked at $1.47M in Q3 2020. 243 funds tracked by Wall St. Rank hold IQLT as of Q2 2021.

  • Agilis Partners reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q2 2021 after selling out during the quarter.
  • Agilis Partners sold 2,367 iShares MSCI Intl Quality Factor ETF shares in Q2 2021, an estimated $86K.
  • Agilis Partners first reported a position in iShares MSCI Intl Quality Factor ETF in Q3 2020 and held it in 3 quarters.
  • Agilis Partners's iShares MSCI Intl Quality Factor ETF position peaked at $1.47M in Q3 2020.
  • 243 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2021.

Based on Agilis Partners's 13F filing for Q2 2021, filed 12 Aug 2021.