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

Atlas Private 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 Q1	$1.94M	Buy	48,986 +406	+0.8%	+$15.5K	0.82%	41
2023 Q4	$1.82M	Buy	48,580 +574	+1%	+$20K	0.86%	40
2023 Q3	$1.61M	Buy	48,006 +1,739	+4%	+$61K	0.87%	37
2023 Q2	$1.65M	Buy	46,267 +3,439	+8%	+$123K	0.87%	36
2023 Q1	$1.51M	Buy	42,828 +2,000	+5%	+$68.7K	0.91%	38
2022 Q4	$1.32M	Buy	40,828 +4,241	+12%	+$132K	0.61%	34
2022 Q3	$1.02M	Buy	36,587 +3,520	+11%	+$109K	0.74%	43
2022 Q2	$1.02M	Hold	33,067	–	–	0.7%	43
2022 Q1	$1.22M	Buy	+33,067	New	+$1.22M	0.71%	45

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

CIA

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

Atlas Private Wealth Management's IQLT Position: Q1 2024 in Review

Atlas Private Wealth Management increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 0.84% in Q1 2024, buying an estimated $15.5K and bringing the position to 48,986 shares worth $1.94M. The position accounts for 0.82% of the portfolio, ranked #41.

Atlas Private Wealth Management first reported a position in IQLT in Q1 2022 and has held it in 9 quarters since. 455 funds tracked by Wall St. Rank hold IQLT as of Q1 2024.

Atlas Private Wealth Management held 48,986 shares of iShares MSCI Intl Quality Factor ETF worth $1.94M as of Q1 2024.
Atlas Private Wealth Management bought 406 iShares MSCI Intl Quality Factor ETF shares in Q1 2024, an estimated $15.5K.
iShares MSCI Intl Quality Factor ETF made up 0.82% of Atlas Private Wealth Management's portfolio in Q1 2024, its #41 holding.
Atlas Private Wealth Management first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2022 and has held it in 9 quarters since.
455 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.