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Evolution Wealth Advisors’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Evolution Wealth Advisors’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
2020
Q1 		– Sell
-609
Closed -$20K – 481
2019
Q4 		$20K Buy
+609
New +$18.8K 0.01% 225

Other funds holding IQLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $387M AUM 84.69% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Evolution Wealth Advisors's IQLT Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q1 2020, closing a stake of 609 shares — an estimated $20K sold.

Evolution Wealth Advisors first reported a position in IQLT in Q4 2019 and held it in 1 quarter. The position peaked at $20K in Q4 2019. 121 funds tracked by Wall St. Rank hold IQLT as of Q1 2020.

  • Evolution Wealth Advisors reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q1 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 609 iShares MSCI Intl Quality Factor ETF shares in Q1 2020, an estimated $20K.
  • Evolution Wealth Advisors first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2019 and held it in 1 quarter.
  • Evolution Wealth Advisors's iShares MSCI Intl Quality Factor ETF position peaked at $20K in Q4 2019.
  • 121 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.