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

Dogwood 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
Q2 		– Sell
-200
Closed -$7.93K – 635
2024
Q1 		$7.93K Hold
200
– – 0.01% 194
2023
Q4 		$7.51K Buy
+200
New +$6.98K 0.01% 177

Other funds holding IQLT

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Dogwood Wealth Management's IQLT Position: Q2 2024 in Review

Dogwood Wealth Management sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q2 2024, closing a stake of 200 shares — an estimated $7.93K sold.

Dogwood Wealth Management first reported a position in IQLT in Q4 2023 and held it in 2 quarters. The position peaked at $7.93K in Q1 2024. 472 funds tracked by Wall St. Rank hold IQLT as of Q2 2024.

  • Dogwood Wealth Management reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Dogwood Wealth Management sold 200 iShares MSCI Intl Quality Factor ETF shares in Q2 2024, an estimated $7.93K.
  • Dogwood Wealth Management first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2023 and held it in 2 quarters.
  • Dogwood Wealth Management's iShares MSCI Intl Quality Factor ETF position peaked at $7.93K in Q1 2024.
  • 472 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2024.

Based on Dogwood Wealth Management's 13F filing for Q2 2024, filed 4 Mar 2025.