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Legacy Investment Solutions’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Legacy Investment Solutions’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
Q4 		– Sell
-87
Closed -$3.32K – 785
2024
Q3 		$3.32K Buy
+87
New +$3.47K ﹤0.01% 433

Other funds holding IQLT

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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
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
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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Legacy Investment Solutions's IQLT Position: Q4 2024 in Review

Legacy Investment Solutions sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q4 2024, closing a stake of 87 shares — an estimated $3.32K sold.

Legacy Investment Solutions first reported a position in IQLT in Q3 2024 and held it in 1 quarter. The position peaked at $3.32K in Q3 2024. 520 funds tracked by Wall St. Rank hold IQLT as of Q4 2024.

  • Legacy Investment Solutions reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Legacy Investment Solutions sold 87 iShares MSCI Intl Quality Factor ETF shares in Q4 2024, an estimated $3.32K.
  • Legacy Investment Solutions first reported a position in iShares MSCI Intl Quality Factor ETF in Q3 2024 and held it in 1 quarter.
  • Legacy Investment Solutions's iShares MSCI Intl Quality Factor ETF position peaked at $3.32K in Q3 2024.
  • 520 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q4 2024.

Based on Legacy Investment Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.