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Campbell Wealth Management’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Campbell Wealth 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
2020
Q3 		– Sell
-298
Closed -$9K – 202
2020
Q2 		$9K Buy
+298
New +$8.33K ﹤0.01% 279

Other funds holding IQLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Campbell Wealth Management's IQLT Position: Q3 2020 in Review

Campbell Wealth Management sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q3 2020, closing a stake of 298 shares — an estimated $9K sold.

Campbell Wealth Management first reported a position in IQLT in Q2 2020 and held it in 1 quarter. The position peaked at $9K in Q2 2020. 152 funds tracked by Wall St. Rank hold IQLT as of Q3 2020.

  • Campbell Wealth Management reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q3 2020 after selling out during the quarter.
  • Campbell Wealth Management sold 298 iShares MSCI Intl Quality Factor ETF shares in Q3 2020, an estimated $9K.
  • Campbell Wealth Management first reported a position in iShares MSCI Intl Quality Factor ETF in Q2 2020 and held it in 1 quarter.
  • Campbell Wealth Management's iShares MSCI Intl Quality Factor ETF position peaked at $9K in Q2 2020.
  • 152 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.