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Beacon Harbor Wealth Advisors’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Beacon Harbor Wealth Advisors’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
2020
Q1 		– Sell
-101,498
Closed -$3.28M – 50
2019
Q4 		$3.28M Buy
+101,498
New +$3.14M 1.94% 11

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $387M AUM 84.69% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Beacon Harbor Wealth Advisors's IQLT Position: Q1 2020 in Review

Beacon Harbor Wealth Advisors sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q1 2020, closing a stake of 101,498 shares — an estimated $3.28M sold.

Beacon Harbor Wealth Advisors first reported a position in IQLT in Q4 2019 and held it in 1 quarter. The position peaked at $3.28M in Q4 2019. 121 funds tracked by Wall St. Rank hold IQLT as of Q1 2020.

  • Beacon Harbor Wealth Advisors reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q1 2020 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 101,498 iShares MSCI Intl Quality Factor ETF shares in Q1 2020, an estimated $3.28M.
  • Beacon Harbor Wealth Advisors first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2019 and held it in 1 quarter.
  • Beacon Harbor Wealth Advisors's iShares MSCI Intl Quality Factor ETF position peaked at $3.28M in Q4 2019.
  • 121 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2020.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q1 2020, filed 27 Apr 2020.