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Evergreen Wealth Solutions’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Evergreen Wealth Solutions’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
-20,123
Closed -$622K – 98
2022
Q2 		$622K Sell
20,123
-100,250
-83% -$3.37M 0.76% 43
2022
Q1 		$4.44M Sell
120,373
-8,941
-7% -$331K 4.3% 4
2021
Q4 		$5.09M Buy
+129,314
New +$5.07M 4.62% 3

Other funds holding IQLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Evergreen Wealth Solutions's IQLT Position: Q3 2022 in Review

Evergreen Wealth Solutions sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q3 2022, closing a stake of 20,123 shares — an estimated $622K sold.

Evergreen Wealth Solutions first reported a position in IQLT in Q4 2021 and held it in 3 quarters. The position peaked at $5.09M in Q4 2021. 307 funds tracked by Wall St. Rank hold IQLT as of Q3 2022.

  • Evergreen Wealth Solutions reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q3 2022 after selling out during the quarter.
  • Evergreen Wealth Solutions sold 20,123 iShares MSCI Intl Quality Factor ETF shares in Q3 2022, an estimated $622K.
  • Evergreen Wealth Solutions first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2021 and held it in 3 quarters.
  • Evergreen Wealth Solutions's iShares MSCI Intl Quality Factor ETF position peaked at $5.09M in Q4 2021.
  • 307 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q3 2022.

Based on Evergreen Wealth Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.