Institutional & Family Asset Management’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Institutional & Family Asset Management’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	-203	Closed	-$6.82K	–	730
2023 Q3	$6.82K	Hold	203	–	–	﹤0.01%	421
2023 Q2	$7.23K	Hold	203	–	–	﹤0.01%	417
2023 Q1	$7.17K	Hold	203	–	–	﹤0.01%	416
2022 Q4	$6.58K	Sell	203 -776	-79%	-$24.1K	﹤0.01%	428
2022 Q3	$27K	Sell	979 -128	-12%	-$3.96K	﹤0.01%	279
2022 Q2	$34K	Sell	1,107 -653	-37%	-$21.9K	0.01%	255
2022 Q1	$65K	Hold	1,760	–	–	0.01%	232
2021 Q4	$69K	Hold	1,760	–	–	0.01%	239
2021 Q3	$67K	Hold	1,760	–	–	0.01%	288
2021 Q2	$68K	Sell	1,760 -119	-6%	-$4.59K	0.01%	297
2021 Q1	$68K	Hold	1,879	–	–	0.01%	311
2020 Q4	$67K	Hold	1,879	–	–	0.01%	293
2020 Q3	$59K	Hold	1,879	–	–	0.01%	266
2020 Q2	$55K	Hold	1,879	–	–	0.01%	294
2020 Q1	$49K	Sell	1,879 -76	-4%	-$2.27K	0.01%	277
2019 Q4	$63K	Hold	1,955	–	–	0.01%	298
2019 Q3	$58K	Hold	1,955	–	–	0.01%	280
2019 Q2	$59K	Hold	1,955	–	–	0.01%	293
2019 Q1	$57K	Buy	+1,955	New	+$54.7K	0.01%	309

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Institutional & Family Asset Management's IQLT Position: Q4 2023 in Review

Institutional & Family Asset Management sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q4 2023, closing a stake of 203 shares — an estimated $6.82K sold.

Institutional & Family Asset Management first reported a position in IQLT in Q1 2019 and held it in 19 quarters. The position peaked at $69K in Q4 2021. 434 funds tracked by Wall St. Rank hold IQLT as of Q4 2023.

Institutional & Family Asset Management reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q4 2023 after selling out during the quarter.
Institutional & Family Asset Management sold 203 iShares MSCI Intl Quality Factor ETF shares in Q4 2023, an estimated $6.82K.
Institutional & Family Asset Management first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2019 and held it in 19 quarters.
Institutional & Family Asset Management's iShares MSCI Intl Quality Factor ETF position peaked at $69K in Q4 2021.
434 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q4 2023.

Based on Institutional & Family Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.