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Charter Oak Capital Management’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Charter Oak Capital 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
2022
Q3 		– Sell
-1,030
Closed -$32K – 500
2022
Q2 		$32K Hold
1,030
– – ﹤0.01% 401
2022
Q1 		$38K Hold
1,030
– – ﹤0.01% 395
2021
Q4 		$41K Buy
+1,030
New +$40.4K ﹤0.01% 389

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RBA
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Ameriprise
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TF
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Morgan Stanley
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Victory Capital Management
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EWM
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RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return