Householder Group Estate & Retirement Specialist’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q1	$2K	Buy	+61	New	+$2.1K	﹤0.01%	1081
2022 Q4	–	Sell	-138	Closed	-$3K	–	702
2022 Q3	$3K	Buy	+138	New	+$4.27K	﹤0.01%	925

Other funds holding IQLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's IQLT Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist opened a new position in iShares MSCI Intl Quality Factor ETF (IQLT) in Q1 2023: 61 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1081 among its holdings. This is a return to the name: Householder Group Estate & Retirement Specialist previously reported a position in IQLT as recently as Q3 2022.

Householder Group Estate & Retirement Specialist first reported a position in IQLT in Q3 2022 and has held it in 2 quarters since. The position peaked at $3K in Q3 2022. 362 funds tracked by Wall St. Rank hold IQLT as of Q1 2023.

Householder Group Estate & Retirement Specialist held 61 shares of iShares MSCI Intl Quality Factor ETF worth $2K as of Q1 2023.
iShares MSCI Intl Quality Factor ETF was a new Householder Group Estate & Retirement Specialist position in Q1 2023.
iShares MSCI Intl Quality Factor ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q1 2023, its #1081 holding.
Householder Group Estate & Retirement Specialist first reported a position in iShares MSCI Intl Quality Factor ETF in Q3 2022 and has held it in 2 quarters since.
Householder Group Estate & Retirement Specialist's iShares MSCI Intl Quality Factor ETF position peaked at $3K in Q3 2022.
362 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.