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

Fermata 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
2023
Q1 		– Sell
-120,675
Closed -$3.91M – 117
2022
Q4 		$3.91M Buy
+120,675
New +$3.75M 1.16% 31

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 $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 $432B AUM 30.22% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Fermata Advisors's IQLT Position: Q1 2023 in Review

Fermata Advisors sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q1 2023, closing a stake of 120,675 shares — an estimated $3.91M sold.

Fermata Advisors first reported a position in IQLT in Q4 2022 and held it in 1 quarter. The position peaked at $3.91M in Q4 2022. 362 funds tracked by Wall St. Rank hold IQLT as of Q1 2023.

  • Fermata Advisors reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Fermata Advisors sold 120,675 iShares MSCI Intl Quality Factor ETF shares in Q1 2023, an estimated $3.91M.
  • Fermata Advisors first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2022 and held it in 1 quarter.
  • Fermata Advisors's iShares MSCI Intl Quality Factor ETF position peaked at $3.91M in Q4 2022.
  • 362 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2023.

Based on Fermata Advisors's 13F filing for Q1 2023, filed 13 Apr 2023.