Kelly Financial Services’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Kelly Financial Services’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
2024 Q3	–	Sell	-76	Closed	-$2.96K	–	417
2024 Q2	$2.96K	Buy	76 +1	+1%	+$39	﹤0.01%	549
2024 Q1	$2.96K	Hold	75	–	–	﹤0.01%	553
2023 Q4	$2.8K	Buy	75 +1	+1%	+$35	﹤0.01%	546
2023 Q3	$2.48K	Hold	74	–	–	﹤0.01%	532
2023 Q2	$2.63K	Buy	74 +1	+1%	+$36	﹤0.01%	526
2023 Q1	$2.57K	Hold	73	–	–	﹤0.01%	502
2022 Q4	$2.36K	Buy	73 +1	+1%	+$31	﹤0.01%	494
2022 Q3	$2.01K	Hold	72	–	–	﹤0.01%	507
2022 Q2	$2.23K	Buy	72 +1	+1%	+$34	﹤0.01%	491
2022 Q1	$2.6K	Hold	71	–	–	﹤0.01%	501
2021 Q4	$2.78K	Buy	71 +1	+1%	+$39	﹤0.01%	503
2021 Q3	$2.65K	Hold	70	–	–	﹤0.01%	487
2021 Q2	$2.69K	Buy	70 +1	+1%	+$39	﹤0.01%	481
2021 Q1	$2.51K	Buy	+69	New	+$2.5K	﹤0.01%	484

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Kelly Financial Services's IQLT Position: Q3 2024 in Review

Kelly Financial Services sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q3 2024, closing a stake of 76 shares — an estimated $2.96K sold.

Kelly Financial Services first reported a position in IQLT in Q1 2021 and held it in 14 quarters. The position peaked at $2.96K in Q2 2024. 503 funds tracked by Wall St. Rank hold IQLT as of Q3 2024.

Kelly Financial Services reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 76 iShares MSCI Intl Quality Factor ETF shares in Q3 2024, an estimated $2.96K.
Kelly Financial Services first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2021 and held it in 14 quarters.
Kelly Financial Services's iShares MSCI Intl Quality Factor ETF position peaked at $2.96K in Q2 2024.
503 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.