Joseph P. Lucia & Associates’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Joseph P. Lucia & Associates’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
2022 Q3	–	Sell	-521	Closed	-$16K	–	261
2022 Q2	$16K	Hold	521	–	–	0.01%	272
2022 Q1	$19K	Buy	+521	New	+$19.3K	0.01%	269
2021 Q4	–	Sell	-521	Closed	-$20K	–	329
2021 Q3	$20K	Hold	521	–	–	0.01%	302
2021 Q2	$20K	Buy	+521	New	+$20.1K	0.01%	313

Other funds holding IQLT

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Joseph P. Lucia & Associates's IQLT Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q3 2022, closing a stake of 521 shares — an estimated $16K sold.

Joseph P. Lucia & Associates first reported a position in IQLT in Q2 2021 and held it in 4 quarters. The position peaked at $20K in Q3 2021. 308 funds tracked by Wall St. Rank hold IQLT as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 521 iShares MSCI Intl Quality Factor ETF shares in Q3 2022, an estimated $16K.
Joseph P. Lucia & Associates first reported a position in iShares MSCI Intl Quality Factor ETF in Q2 2021 and held it in 4 quarters.
Joseph P. Lucia & Associates's iShares MSCI Intl Quality Factor ETF position peaked at $20K in Q3 2021.
308 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.