Financial Management Professionals’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Financial Management Professionals’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 Q3	–	Sell	-934	Closed	-$33K	–	958
2023 Q2	$33K	Sell	934 -1,036	-53%	-$36.9K	0.01%	311
2023 Q1	$70K	Hold	1,970	–	–	0.01%	238
2022 Q4	$64K	Hold	1,970	–	–	0.01%	210
2022 Q3	$55K	Hold	1,970	–	–	0.01%	215
2022 Q2	$61K	Hold	1,970	–	–	0.01%	202
2022 Q1	$73K	Hold	1,970	–	–	0.02%	201
2021 Q4	$78K	Sell	1,970 -1,830	-48%	-$71.7K	0.02%	203
2021 Q3	$144K	Buy	+3,800	New	+$150K	0.03%	109

Other funds holding IQLT

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Financial Management Professionals's IQLT Position: Q3 2023 in Review

Financial Management Professionals sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q3 2023, closing a stake of 934 shares — an estimated $33K sold.

Financial Management Professionals first reported a position in IQLT in Q3 2021 and held it in 8 quarters. The position peaked at $144K in Q3 2021. 381 funds tracked by Wall St. Rank hold IQLT as of Q3 2023.

Financial Management Professionals reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q3 2023 after selling out during the quarter.
Financial Management Professionals sold 934 iShares MSCI Intl Quality Factor ETF shares in Q3 2023, an estimated $33K.
Financial Management Professionals first reported a position in iShares MSCI Intl Quality Factor ETF in Q3 2021 and held it in 8 quarters.
Financial Management Professionals's iShares MSCI Intl Quality Factor ETF position peaked at $144K in Q3 2021.
381 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q3 2023.

Based on Financial Management Professionals's 13F filing for Q3 2023, filed 13 Oct 2023.