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

HC Financial 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
2022
Q2 		$44K Buy
1,423
+153
+12% +$5.14K 0.03% 135
2022
Q1 		$47K Buy
+1,270
New +$47K 0.03% 137

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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 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
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HC Financial Advisors's IQLT Position: Q2 2022 in Review

HC Financial Advisors increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 12% in Q2 2022, buying an estimated $5.14K and bringing the position to 1,423 shares worth $44K. The position accounts for 0.03% of the portfolio, ranked #135.

HC Financial Advisors first reported a position in IQLT in Q1 2022 and has held it in 2 quarters since. The position peaked at $47K in Q1 2022. 317 funds tracked by Wall St. Rank hold IQLT as of Q2 2022.

  • HC Financial Advisors held 1,423 shares of iShares MSCI Intl Quality Factor ETF worth $44K as of Q2 2022.
  • HC Financial Advisors bought 153 iShares MSCI Intl Quality Factor ETF shares in Q2 2022, an estimated $5.14K.
  • iShares MSCI Intl Quality Factor ETF made up 0.03% of HC Financial Advisors's portfolio in Q2 2022, its #135 holding.
  • HC Financial Advisors first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2022 and has held it in 2 quarters since.
  • HC Financial Advisors's iShares MSCI Intl Quality Factor ETF position peaked at $47K in Q1 2022.
  • 317 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.