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

Dechtman 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
2024 Q4	–	Sell	-547,949	Closed	-$22.7M	–	67
2024 Q3	$22.7M	Sell	547,949 -58,963	-10%	-$2.35M	4.65%	7
2024 Q2	$23.7M	Buy	606,912 +9,842	+2%	+$386K	5.3%	7
2024 Q1	$23.7M	Sell	597,070 -29,504	-5%	-$1.13M	5.52%	6
2023 Q4	$23.5M	Sell	626,574 -44,822	-7%	-$1.56M	6.19%	6
2023 Q3	$22.6M	Buy	671,396 +61,014	+10%	+$2.14M	6.68%	5
2023 Q2	$21.7M	Buy	+610,382	New	+$21.8M	6.47%	7

Other funds holding IQLT

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Dechtman Wealth Management's IQLT Position: Q4 2024 in Review

Dechtman Wealth Management sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q4 2024, closing a stake of 547,949 shares — an estimated $22.7M sold.

Dechtman Wealth Management first reported a position in IQLT in Q2 2023 and held it in 6 quarters. The position peaked at $23.7M in Q2 2024. 521 funds tracked by Wall St. Rank hold IQLT as of Q4 2024.

Dechtman Wealth Management reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q4 2024 after selling out during the quarter.
Dechtman Wealth Management sold 547,949 iShares MSCI Intl Quality Factor ETF shares in Q4 2024, an estimated $22.7M.
Dechtman Wealth Management first reported a position in iShares MSCI Intl Quality Factor ETF in Q2 2023 and held it in 6 quarters.
Dechtman Wealth Management's iShares MSCI Intl Quality Factor ETF position peaked at $23.7M in Q2 2024.
521 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q4 2024.

Based on Dechtman Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.