LF
IQLT icon

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 – 812
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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