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

Aspire 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 Q3	$784K	Buy	18,904 +456	+2%	+$18.2K	0.42%	50
2024 Q2	$720K	Buy	18,448 +638	+4%	+$25K	0.41%	49
2024 Q1	$706K	Buy	17,810 +1,107	+7%	+$42.2K	0.43%	48
2023 Q4	$627K	Sell	16,703 -211	-1%	-$7.36K	0.43%	46
2023 Q3	$568K	Buy	16,914 +3	+0%	+$105	0.43%	47
2023 Q2	$602K	Buy	16,911 +25	+0.1%	+$891	0.46%	50
2023 Q1	$596K	Buy	16,886 +1,767	+12%	+$60.7K	0.48%	51
2022 Q4	$490K	Buy	15,119 +1,110	+8%	+$34.5K	0.43%	44
2022 Q3	$389K	Sell	14,009 -4,427	-24%	-$137K	0.37%	48
2022 Q2	$570K	Buy	18,436 +6,325	+52%	+$213K	0.53%	41
2022 Q1	$447K	Sell	12,111 -37,247	-75%	-$1.38M	0.35%	48
2021 Q4	$1.94M	Buy	+49,358	New	+$1.93M	1.57%	17

Other funds holding IQLT

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Aspire Wealth Management's IQLT Position: Q3 2024 in Review

Aspire Wealth Management increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 2.5% in Q3 2024, buying an estimated $18.2K and bringing the position to 18,904 shares worth $784K. The position accounts for 0.42% of the portfolio, ranked #50.

Aspire Wealth Management first reported a position in IQLT in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.94M in Q4 2021. 502 funds tracked by Wall St. Rank hold IQLT as of Q3 2024.

Aspire Wealth Management held 18,904 shares of iShares MSCI Intl Quality Factor ETF worth $784K as of Q3 2024.
Aspire Wealth Management bought 456 iShares MSCI Intl Quality Factor ETF shares in Q3 2024, an estimated $18.2K.
iShares MSCI Intl Quality Factor ETF made up 0.42% of Aspire Wealth Management's portfolio in Q3 2024, its #50 holding.
Aspire Wealth Management first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2021 and has held it in 12 quarters since.
Aspire Wealth Management's iShares MSCI Intl Quality Factor ETF position peaked at $1.94M in Q4 2021.
502 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.