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

HHM 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
2023
Q4 		– Sell
-121
Closed -$4.07K – 787
2023
Q3 		$4.07K Hold
121
– – ﹤0.01% 659
2023
Q2 		$4.31K Hold
121
– – ﹤0.01% 672
2023
Q1 		$4.27K Buy
+121
New +$4.16K ﹤0.01% 664

Other funds holding IQLT

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
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

HHM Wealth Advisors's IQLT Position: Q4 2023 in Review

HHM Wealth Advisors sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q4 2023, closing a stake of 121 shares — an estimated $4.07K sold.

HHM Wealth Advisors first reported a position in IQLT in Q1 2023 and held it in 3 quarters. The position peaked at $4.31K in Q2 2023. 434 funds tracked by Wall St. Rank hold IQLT as of Q4 2023.

  • HHM Wealth Advisors reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q4 2023 after selling out during the quarter.
  • HHM Wealth Advisors sold 121 iShares MSCI Intl Quality Factor ETF shares in Q4 2023, an estimated $4.07K.
  • HHM Wealth Advisors first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2023 and held it in 3 quarters.
  • HHM Wealth Advisors's iShares MSCI Intl Quality Factor ETF position peaked at $4.31K in Q2 2023.
  • 434 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q4 2023.

Based on HHM Wealth Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.