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Carroll Financial Associates’s Invesco S&P International Developed Quality ETF IDHQ Stock Holding History

Carroll Financial Associates’s Portfolio IDHQ Stock Details IDHQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$1K Hold
40
– – ﹤0.01% 1557
2021
Q3 		$1K Buy
+40
New +$1.27K ﹤0.01% 1654

Other funds holding IDHQ

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HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
CWM
Cedar Wealth Management Walnut Creek, California $344M AUM 18.78% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carroll Financial Associates's IDHQ Position: Q4 2021 in Review

Carroll Financial Associates held its Invesco S&P International Developed Quality ETF (IDHQ) position steady in Q4 2021 at 40 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1557.

Carroll Financial Associates first reported a position in IDHQ in Q3 2021 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold IDHQ as of Q4 2021.

  • Carroll Financial Associates held 40 shares of Invesco S&P International Developed Quality ETF worth $1K as of Q4 2021.
  • Carroll Financial Associates left its Invesco S&P International Developed Quality ETF share count unchanged in Q4 2021.
  • Invesco S&P International Developed Quality ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1557 holding.
  • Carroll Financial Associates first reported a position in Invesco S&P International Developed Quality ETF in Q3 2021 and has held it in 2 quarters since.
  • 42 funds tracked by Wall St. Rank held Invesco S&P International Developed Quality ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.