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

Heritage Wealth 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
2024 Q4	–	Sell	-484	Closed	-$20.1K	–	631
2024 Q3	$20.1K	Hold	484	–	–	﹤0.01%	398
2024 Q2	$18.9K	Hold	484	–	–	﹤0.01%	381
2024 Q1	$19.2K	Sell	484 -150	-24%	-$5.72K	﹤0.01%	400
2023 Q4	$23.8K	Hold	634	–	–	﹤0.01%	395
2023 Q3	$21.3K	Hold	634	–	–	﹤0.01%	374
2023 Q2	$22.6K	Sell	634 -137	-18%	-$4.88K	﹤0.01%	390
2023 Q1	$27.2K	Buy	771 +137	+22%	+$4.71K	﹤0.01%	378
2022 Q4	$20.5K	Hold	634	–	–	﹤0.01%	410
2022 Q3	$17.6K	Hold	634	–	–	﹤0.01%	391
2022 Q2	$20K	Hold	634	–	–	﹤0.01%	422
2022 Q1	$23K	Hold	634	–	–	﹤0.01%	386
2021 Q4	$25K	Hold	634	–	–	﹤0.01%	391
2021 Q3	$24K	Hold	634	–	–	﹤0.01%	389
2021 Q2	$24.4K	Hold	634	–	–	﹤0.01%	397
2021 Q1	$23.1K	Hold	634	–	–	﹤0.01%	411
2020 Q4	$23K	Hold	634	–	–	﹤0.01%	394
2020 Q3	$19.9K	Hold	634	–	–	﹤0.01%	349
2020 Q2	$18.6K	Sell	634 -2,573	-80%	-$71.9K	﹤0.01%	341
2020 Q1	$82.9K	Hold	3,207	–	–	0.01%	209
2019 Q4	$104K	Hold	3,207	–	–	0.01%	228
2019 Q3	$95K	Buy	+3,207	New	+$94.8K	0.01%	215

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 22.96% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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

CIA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Heritage Wealth Advisors's IQLT Position: Q4 2024 in Review

Heritage Wealth Advisors sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q4 2024, closing a stake of 484 shares — an estimated $20.1K sold.

Heritage Wealth Advisors first reported a position in IQLT in Q3 2019 and held it in 21 quarters. The position peaked at $104K in Q4 2019. 521 funds tracked by Wall St. Rank hold IQLT as of Q4 2024.

Heritage Wealth Advisors reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q4 2024 after selling out during the quarter.
Heritage Wealth Advisors sold 484 iShares MSCI Intl Quality Factor ETF shares in Q4 2024, an estimated $20.1K.
Heritage Wealth Advisors first reported a position in iShares MSCI Intl Quality Factor ETF in Q3 2019 and held it in 21 quarters.
Heritage Wealth Advisors's iShares MSCI Intl Quality Factor ETF position peaked at $104K in Q4 2019.
521 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q4 2024.

Based on Heritage Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.