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Lee, Danner & Bass’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Lee, Danner & Bass’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
2025
Q1 		– Sell
-3,400
Closed -$126K – 469
2024
Q4 		$126K Buy
+3,400
New +$133K 0.01% 246

Other funds holding IQLT

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lee, Danner & Bass's IQLT Position: Q1 2025 in Review

Lee, Danner & Bass sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q1 2025, closing a stake of 3,400 shares — an estimated $126K sold.

Lee, Danner & Bass first reported a position in IQLT in Q4 2024 and held it in 1 quarter. The position peaked at $126K in Q4 2024. 521 funds tracked by Wall St. Rank hold IQLT as of Q1 2025.

  • Lee, Danner & Bass reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 3,400 iShares MSCI Intl Quality Factor ETF shares in Q1 2025, an estimated $126K.
  • Lee, Danner & Bass first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's iShares MSCI Intl Quality Factor ETF position peaked at $126K in Q4 2024.
  • 521 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.