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

Halpern Financial’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
2024
Q3 		$22.7K Hold
552
– – 0.01% 120
2024
Q2 		$21.6K Hold
552
– – 0.01% 122
2024
Q1 		$21.7K Hold
552
– – 0.01% 125
2023
Q4 		$20.3K Buy
+552
New +$19.3K 0.01% 142

Other funds holding IQLT

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Halpern Financial's IQLT Position: Q3 2024 in Review

Halpern Financial held its iShares MSCI Intl Quality Factor ETF (IQLT) position steady in Q3 2024 at 552 shares worth $22.7K. The position accounts for 0.01% of the portfolio, ranked #120.

Halpern Financial first reported a position in IQLT in Q4 2023 and has held it in 4 quarters since. 502 funds tracked by Wall St. Rank hold IQLT as of Q3 2024.

  • Halpern Financial held 552 shares of iShares MSCI Intl Quality Factor ETF worth $22.7K as of Q3 2024.
  • Halpern Financial left its iShares MSCI Intl Quality Factor ETF share count unchanged in Q3 2024.
  • iShares MSCI Intl Quality Factor ETF made up 0.01% of Halpern Financial's portfolio in Q3 2024, its #120 holding.
  • Halpern Financial first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2023 and has held it in 4 quarters since.
  • 502 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.