BMMM
IQLT icon

Boston Mountain Money Management’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Boston Mountain Money 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 		$1.77M Buy
42,742
+122
+0.3% +$4.86K 1.03% 18
2024
Q2 		$1.66M Buy
42,620
+257
+0.6% +$10.1K 1.1% 17
2024
Q1 		$1.68M Buy
+42,363
New +$1.62M 1.15% 15

Other funds holding IQLT

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
JP Morgan Chase
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
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Boston Mountain Money Management's IQLT Position: Q3 2024 in Review

Boston Mountain Money Management increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 0.29% in Q3 2024, buying an estimated $4.86K and bringing the position to 42,742 shares worth $1.77M. The position accounts for 1.03% of the portfolio, ranked #18.

Boston Mountain Money Management first reported a position in IQLT in Q1 2024 and has held it in 3 quarters since. 502 funds tracked by Wall St. Rank hold IQLT as of Q3 2024.

  • Boston Mountain Money Management held 42,742 shares of iShares MSCI Intl Quality Factor ETF worth $1.77M as of Q3 2024.
  • Boston Mountain Money Management bought 122 iShares MSCI Intl Quality Factor ETF shares in Q3 2024, an estimated $4.86K.
  • iShares MSCI Intl Quality Factor ETF made up 1.03% of Boston Mountain Money Management's portfolio in Q3 2024, its #18 holding.
  • Boston Mountain Money Management first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2024 and has held it in 3 quarters since.
  • 502 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q3 2024.

Based on Boston Mountain Money Management's 13F filing for Q3 2024, filed 11 Oct 2024.