BFG
IQLT icon

Barber Financial Group’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Barber Financial Group’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
Q1 		– Sell
-10,320
Closed -$368K – 154
2020
Q4 		$368K Sell
10,320
-8,587
-45% -$287K 0.07% 97
2020
Q3 		$592K Sell
18,907
-8,407
-31% -$262K 0.13% 65
2020
Q2 		$803K Sell
27,314
-1,714
-6% -$47.9K 0.19% 54
2020
Q1 		$750K Sell
29,028
-55,719
-66% -$1.67M 0.24% 49
2019
Q4 		$2.74M Sell
84,747
-5,930
-7% -$183K 0.55% 50
2019
Q3 		$2.69M Sell
90,677
-4,064
-4% -$120K 0.57% 44
2019
Q2 		$2.86M Buy
94,741
+1,405
+2% +$41.6K 0.67% 34
2019
Q1 		$2.72M Buy
93,336
+6,431
+7% +$180K 0.54% 36
2018
Q4 		$2.24M Buy
86,905
+6,661
+8% +$181K 0.48% 44
2018
Q3 		$2.37M Buy
80,244
+6,755
+9% +$198K 0.57% 42
2018
Q2 		$2.11M Sell
73,489
-3,816
-5% -$113K 0.61% 39
2018
Q1 		$2.26M Sell
77,305
-26,858
-26% -$800K 0.6% 44
2017
Q4 		$3.09M Buy
+104,163
New +$3.05M 0.78% 41

Other funds holding IQLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Barber Financial Group's IQLT Position: Q1 2021 in Review

Barber Financial Group sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q1 2021, closing a stake of 10,320 shares — an estimated $368K sold.

Barber Financial Group first reported a position in IQLT in Q4 2017 and held it in 13 quarters. The position peaked at $3.09M in Q4 2017. 231 funds tracked by Wall St. Rank hold IQLT as of Q1 2021.

  • Barber Financial Group reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q1 2021 after selling out during the quarter.
  • Barber Financial Group sold 10,320 iShares MSCI Intl Quality Factor ETF shares in Q1 2021, an estimated $368K.
  • Barber Financial Group first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2017 and held it in 13 quarters.
  • Barber Financial Group's iShares MSCI Intl Quality Factor ETF position peaked at $3.09M in Q4 2017.
  • 231 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2021.

Based on Barber Financial Group's 13F filing for Q1 2021, filed 22 Apr 2021.