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
CAG
Csenge Advisory Group’s
iShares MSCI Intl Quality Factor ETF
IQLT
Stock Holding History
Csenge Advisory Group’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
2024
Q2
–
Sell
-5,396
Closed
-$214K
–
706
2024
Q1
$214K
Buy
+5,396
New
+$206K
0.01%
656
2023
Q1
–
Sell
-9,016
Closed
-$292K
–
620
2022
Q4
$292K
Buy
+9,016
New
+$280K
0.02%
468
2020
Q2
–
Sell
-25,427
Closed
-$657K
–
396
2020
Q1
$657K
Buy
25,427
+5,266
+26%
+$158K
0.17%
115
2019
Q4
$651K
Buy
20,161
+7,174
+55%
+$222K
0.17%
120
2019
Q3
$385K
Sell
12,987
-20,286
-61%
-$600K
0.11%
173
2019
Q2
$1M
Buy
+33,273
New
+$984K
0.34%
55
Other funds holding IQLT
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
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
TIAA Trust, National Association
Charlotte, North Carolina
$1.65B AUM
16.63%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Mercer Global Advisors
Denver, Colorado
$67.6B AUM
18.3%
1-Year Est. Return
Cerity Partners
New York
$70.5B AUM
21.68%
1-Year Est. Return
CIA
Capital Investment Advisors
Atlanta, Georgia
$6.84B AUM
17.28%
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