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

Lee Financial’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 Q2	–	Sell	-138	Closed	-$4.86K	–	811
2023 Q1	$4.86K	Hold	138	–	–	﹤0.01%	537
2022 Q4	$4.46K	Buy	138 +2	+1%	+$62	﹤0.01%	564
2022 Q3	$4K	Hold	136	–	–	﹤0.01%	572
2022 Q2	$4K	Buy	136 +3	+2%	+$101	﹤0.01%	590
2022 Q1	$5K	Hold	133	–	–	﹤0.01%	509
2021 Q4	$5K	Buy	133 +1	+0.8%	+$39	﹤0.01%	596
2021 Q3	$5K	Hold	132	–	–	﹤0.01%	489
2021 Q2	$5K	Buy	+132	New	+$5.1K	﹤0.01%	459

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

Lee Financial's IQLT Position: Q2 2023 in Review

Lee Financial sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q2 2023, closing a stake of 138 shares — an estimated $4.86K sold.

Lee Financial first reported a position in IQLT in Q2 2021 and held it in 8 quarters. The position peaked at $5K in Q1 2022. 388 funds tracked by Wall St. Rank hold IQLT as of Q2 2023.

Lee Financial reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q2 2023 after selling out during the quarter.
Lee Financial sold 138 iShares MSCI Intl Quality Factor ETF shares in Q2 2023, an estimated $4.86K.
Lee Financial first reported a position in iShares MSCI Intl Quality Factor ETF in Q2 2021 and held it in 8 quarters.
Lee Financial's iShares MSCI Intl Quality Factor ETF position peaked at $5K in Q1 2022.
388 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2023.

Based on Lee Financial's 13F filing for Q2 2023, filed 8 Aug 2023.