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Buckingham Strategic Wealth’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Buckingham Strategic Wealth’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 		$458K Buy
11,729
+3,173
+37% +$124K ﹤0.01% 488
2024
Q1 		$339K Sell
8,556
-6,115
-42% -$233K ﹤0.01% 556
2023
Q4 		$551K Buy
14,671
+1,031
+8% +$36K 0.01% 419
2023
Q3 		$458K Buy
13,640
+1,756
+15% +$61.6K 0.01% 431
2023
Q2 		$423K Buy
+11,884
New +$424K 0.01% 459

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 22.96% 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

Buckingham Strategic Wealth's IQLT Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 37% in Q2 2024, buying an estimated $124K and bringing the position to 11,729 shares worth $458K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Buckingham Strategic Wealth first reported a position in IQLT in Q2 2023 and has held it in 5 quarters since. The position peaked at $551K in Q4 2023. 472 funds tracked by Wall St. Rank hold IQLT as of Q2 2024.

  • Buckingham Strategic Wealth held 11,729 shares of iShares MSCI Intl Quality Factor ETF worth $458K as of Q2 2024.
  • Buckingham Strategic Wealth bought 3,173 iShares MSCI Intl Quality Factor ETF shares in Q2 2024, an estimated $124K.
  • iShares MSCI Intl Quality Factor ETF made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #488 holding.
  • Buckingham Strategic Wealth first reported a position in iShares MSCI Intl Quality Factor ETF in Q2 2023 and has held it in 5 quarters since.
  • Buckingham Strategic Wealth's iShares MSCI Intl Quality Factor ETF position peaked at $551K in Q4 2023.
  • 472 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.