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JP Morgan Private Wealth Advisors’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

JP Morgan Private 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
Q3 		$3.06M Sell
91,141
-4,573
-5% -$160K 0.01% 617
2023
Q2 		$3.41M Sell
95,714
-1,968
-2% -$70.2K 0.02% 421
2023
Q1 		$3.45M Buy
97,682
+1,991
+2% +$68.4K 0.01% 698
2022
Q4 		$3.1M Sell
95,691
-145,170
-60% -$4.51M 0.01% 712
2022
Q3 		$6.69M Buy
240,861
+6,391
+3% +$198K 0.02% 483
2022
Q2 		$7.25M Sell
234,470
-6,159
-3% -$207K 0.02% 485
2022
Q1 		$8.87M Sell
240,629
-3,703
-2% -$137K 0.02% 469
2021
Q4 		$9.62M Buy
244,332
+8,831
+4% +$346K 0.02% 445
2021
Q3 		$8.92M Sell
235,501
-3,158
-1% -$125K 0.02% 453
2021
Q2 		$9.2M Buy
238,659
+47,449
+25% +$1.83M 0.02% 437
2021
Q1 		$6.97M Buy
191,210
+100,378
+111% +$3.64M 0.02% 435
2020
Q4 		$3.24M Sell
90,832
-2,705
-3% -$90.4K 0.01% 593
2020
Q3 		$2.93M Sell
93,537
-1,279
-1% -$39.9K 0.01% 551
2020
Q2 		$2.79M Sell
94,816
-3,976
-4% -$111K 0.01% 498
2020
Q1 		$2.55M Sell
98,792
-8,412
-8% -$252K 0.01% 484
2019
Q4 		$3.46M Buy
107,204
+41,777
+64% +$1.29M 0.02% 505
2019
Q3 		$1.94M Buy
65,427
+34,896
+114% +$1.03M 0.01% 592
2019
Q2 		$922K Buy
30,531
+3,744
+14% +$111K 0.01% 778
2019
Q1 		$781K Buy
+26,787
New +$749K ﹤0.01% 870

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 $1.37T AUM 24.88% 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 $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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

JP Morgan Private Wealth Advisors's IQLT Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 4.8% in Q3 2023, selling an estimated $160K and leaving 91,141 shares worth $3.06M. The position accounts for 0.01% of the portfolio, ranked #617.

JP Morgan Private Wealth Advisors first reported a position in IQLT in Q1 2019 and has held it in 19 quarters since. The position peaked at $9.62M in Q4 2021. 380 funds tracked by Wall St. Rank hold IQLT as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 91,141 shares of iShares MSCI Intl Quality Factor ETF worth $3.06M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 4,573 iShares MSCI Intl Quality Factor ETF shares in Q3 2023, an estimated $160K.
  • iShares MSCI Intl Quality Factor ETF made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #617 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2019 and has held it in 19 quarters since.
  • JP Morgan Private Wealth Advisors's iShares MSCI Intl Quality Factor ETF position peaked at $9.62M in Q4 2021.
  • 380 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.