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Hochman Cole Investment Advisors’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Hochman Cole Investment 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
2021
Q3 		$229K Sell
6,035
-188
-3% -$7.43K 0.09% 121
2021
Q2 		$240K Buy
6,223
+10
+0.2% +$386 0.1% 113
2021
Q1 		$226K Buy
+6,213
New +$225K 0.09% 119

Other funds holding IQLT

Bank of America
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Hochman Cole Investment Advisors's IQLT Position: Q3 2021 in Review

Hochman Cole Investment Advisors reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 3% in Q3 2021, selling an estimated $7.43K and leaving 6,035 shares worth $229K. The position accounts for 0.09% of the portfolio, ranked #121.

Hochman Cole Investment Advisors first reported a position in IQLT in Q1 2021 and has held it in 3 quarters since. The position peaked at $240K in Q2 2021. 269 funds tracked by Wall St. Rank hold IQLT as of Q3 2021.

  • Hochman Cole Investment Advisors held 6,035 shares of iShares MSCI Intl Quality Factor ETF worth $229K as of Q3 2021.
  • Hochman Cole Investment Advisors sold 188 iShares MSCI Intl Quality Factor ETF shares in Q3 2021, an estimated $7.43K.
  • iShares MSCI Intl Quality Factor ETF made up 0.09% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #121 holding.
  • Hochman Cole Investment Advisors first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2021 and has held it in 3 quarters since.
  • Hochman Cole Investment Advisors's iShares MSCI Intl Quality Factor ETF position peaked at $240K in Q2 2021.
  • 269 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.