EWF
IQLT icon

Epstein & White Financial’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Epstein & White Financial’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
2021
Q2 		$13.1M Buy
339,180
+18,705
+6% +$722K 3.45% 9
2021
Q1 		$11.6M Sell
320,475
-32,723
-9% -$1.19M 3.39% 9
2020
Q4 		$12.6M Sell
353,198
-116,890
-25% -$3.91M 3.86% 7
2020
Q3 		$14.7M Buy
470,088
+99,387
+27% +$3.1M 5.25% 6
2020
Q2 		$10.9M Buy
370,701
+34,116
+10% +$954K 4.12% 7
2020
Q1 		$8.69M Buy
336,585
+4,546
+1% +$136K 3.64% 7
2019
Q4 		$10.7M Buy
332,039
+98,537
+42% +$3.05M 4.68% 5
2019
Q3 		$6.94M Buy
233,502
+89,948
+63% +$2.66M 3.38% 8
2019
Q2 		$4.29M Buy
143,554
+18,914
+15% +$560K 2.28% 8
2019
Q1 		$3.6M Buy
+124,640
New +$3.49M 2.07% 7

Other funds holding IQLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return