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Brown Financial Advisors’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Brown Financial 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
2024
Q4 		– Sell
-68,372
Closed -$2.84M – 130
2024
Q3 		$2.84M Buy
68,372
+3,878
+6% +$154K 1.17% 28
2024
Q2 		$2.52M Buy
+64,494
New +$2.53M 1.13% 25

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
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
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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Brown Financial Advisors's IQLT Position: Q4 2024 in Review

Brown Financial Advisors sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q4 2024, closing a stake of 68,372 shares — an estimated $2.84M sold.

Brown Financial Advisors first reported a position in IQLT in Q2 2024 and held it in 2 quarters. The position peaked at $2.84M in Q3 2024. 520 funds tracked by Wall St. Rank hold IQLT as of Q4 2024.

  • Brown Financial Advisors reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Brown Financial Advisors sold 68,372 iShares MSCI Intl Quality Factor ETF shares in Q4 2024, an estimated $2.84M.
  • Brown Financial Advisors first reported a position in iShares MSCI Intl Quality Factor ETF in Q2 2024 and held it in 2 quarters.
  • Brown Financial Advisors's iShares MSCI Intl Quality Factor ETF position peaked at $2.84M in Q3 2024.
  • 520 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q4 2024.

Based on Brown Financial Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.