Formidable Asset Management’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Formidable Asset Management’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
2019 Q3	–	Sell	-19,152	Closed	-$578K	–	178
2019 Q2	$578K	Buy	+19,152	New	+$567K	0.2%	104
2019 Q1	–	Sell	-16,243	Closed	-$419K	–	223
2018 Q4	$419K	Buy	+16,243	New	+$441K	0.22%	73

Other funds holding IQLT

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

EWF

Epstein & White Financial San Diego, California $379M AUM 31.08% 1-Year Est. Return

Formidable Asset Management's IQLT Position: Q3 2019 in Review

Formidable Asset Management sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q3 2019, closing a stake of 19,152 shares — an estimated $578K sold.

Formidable Asset Management first reported a position in IQLT in Q4 2018 and held it in 2 quarters. The position peaked at $578K in Q2 2019. 75 funds tracked by Wall St. Rank hold IQLT as of Q3 2019.

Formidable Asset Management reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q3 2019 after selling out during the quarter.
Formidable Asset Management sold 19,152 iShares MSCI Intl Quality Factor ETF shares in Q3 2019, an estimated $578K.
Formidable Asset Management first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2018 and held it in 2 quarters.
Formidable Asset Management's iShares MSCI Intl Quality Factor ETF position peaked at $578K in Q2 2019.
75 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q3 2019.

Based on Formidable Asset Management's 13F filing for Q3 2019, filed 8 Nov 2019.