AJ Wealth Strategies’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

AJ Wealth Strategies’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
2023 Q2	$544K	Hold	15,270	–	–	0.03%	176
2023 Q1	$539K	Hold	15,270	–	–	0.03%	173
2022 Q4	$495K	Hold	15,270	–	–	0.03%	182
2022 Q3	$424K	Buy	15,270 +320	+2%	+$9.9K	0.02%	198
2022 Q2	$462K	Hold	14,950	–	–	0.02%	192
2022 Q1	$551K	Hold	14,950	–	–	0.03%	191
2021 Q4	$589K	Hold	14,950	–	–	0.03%	182
2021 Q3	$566K	Hold	14,950	–	–	0.03%	177
2021 Q2	$576K	Hold	14,950	–	–	0.03%	170
2021 Q1	$545K	Hold	14,950	–	–	0.04%	156
2020 Q4	$533K	Buy	+14,950	New	+$500K	0.05%	143

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 $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

AJ Wealth Strategies's IQLT Position: Q2 2023 in Review

AJ Wealth Strategies held its iShares MSCI Intl Quality Factor ETF (IQLT) position steady in Q2 2023 at 15,270 shares worth $544K. The position accounts for 0.03% of the portfolio, ranked #176.

AJ Wealth Strategies first reported a position in IQLT in Q4 2020 and has held it in 11 quarters since. The position peaked at $589K in Q4 2021. 387 funds tracked by Wall St. Rank hold IQLT as of Q2 2023.

AJ Wealth Strategies held 15,270 shares of iShares MSCI Intl Quality Factor ETF worth $544K as of Q2 2023.
AJ Wealth Strategies left its iShares MSCI Intl Quality Factor ETF share count unchanged in Q2 2023.
iShares MSCI Intl Quality Factor ETF made up 0.03% of AJ Wealth Strategies's portfolio in Q2 2023, its #176 holding.
AJ Wealth Strategies first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2020 and has held it in 11 quarters since.
AJ Wealth Strategies's iShares MSCI Intl Quality Factor ETF position peaked at $589K in Q4 2021.
387 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.