Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
BWA
Burt Wealth Advisors’s
iShares MSCI Intl Quality Factor ETF
IQLT
Stock Holding History
Burt Wealth Advisors’s Portfolio
IQLT Stock Details
IQLT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
$552K
Hold
12,489
–
–
0.14%
65
2025
Q2
$540K
Buy
12,489
+689
+6%
+$28.6K
0.12%
68
2025
Q1
$468K
Sell
11,800
-95
-0.8%
-$3.75K
0.12%
64
2024
Q4
$442K
Hold
11,895
–
–
0.11%
68
2024
Q3
$494K
Hold
11,895
–
–
0.12%
64
2024
Q2
$465K
Hold
11,895
–
–
0.12%
64
2024
Q1
$472K
Hold
11,895
–
–
0.12%
70
2023
Q4
$447K
Sell
11,895
-100
-0.8%
-$3.49K
0.13%
62
2023
Q3
$403K
Hold
11,995
–
–
0.12%
62
2023
Q2
$427K
Hold
11,995
–
–
0.13%
63
2023
Q1
$423K
Hold
11,995
–
–
0.13%
62
2022
Q4
$389K
Buy
+11,995
New
+$373K
0.13%
68
2021
Q1
–
Sell
-978
Closed
-$35K
–
219
2020
Q4
$35K
Hold
978
–
–
0.01%
204
2020
Q3
$31K
Hold
978
–
–
0.01%
212
2020
Q2
$29K
Sell
978
-463
-32%
-$12.9K
0.01%
211
2020
Q1
$37K
Buy
+1,441
New
+$43.1K
0.02%
188
Other funds holding IQLT
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
RBA
Richard Bernstein Advisors
New York
$3.45B AUM
16.24%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
CIA
Capital Investment Advisors
Atlanta, Georgia
$6.84B AUM
17.28%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
TIAA Trust, National Association
Charlotte, North Carolina
$1.65B AUM
16.63%
1-Year Est. Return
Cerity Partners
New York
$70.5B AUM
21.68%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close