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Bartlett & Co Wealth Management’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Bartlett & Co 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
Q2 		– Sell
-59
Closed -$2.34K – 1153
2024
Q1 		$2.34K Buy
+59
New +$2.25K ﹤0.01% 1029

Other funds holding IQLT

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Bartlett & Co Wealth Management's IQLT Position: Q2 2024 in Review

Bartlett & Co Wealth Management sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q2 2024, closing a stake of 59 shares — an estimated $2.34K sold.

Bartlett & Co Wealth Management first reported a position in IQLT in Q1 2024 and held it in 1 quarter. The position peaked at $2.34K in Q1 2024. 472 funds tracked by Wall St. Rank hold IQLT as of Q2 2024.

  • Bartlett & Co Wealth Management reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 59 iShares MSCI Intl Quality Factor ETF shares in Q2 2024, an estimated $2.34K.
  • Bartlett & Co Wealth Management first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2024 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's iShares MSCI Intl Quality Factor ETF position peaked at $2.34K in Q1 2024.
  • 472 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2024, filed 12 Jul 2024.