LB
IQLT icon

Leo Brokerage’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Leo Brokerage’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 		$8.26M Sell
232,514
-4,623
-2% -$165K 0.94% 18
2023
Q1 		$8.39M Buy
+237,137
New +$8.14M 1.25% 18
2022
Q2 		$10.6M Buy
341,331
+107,805
+46% +$3.62M 2.84% 7
2022
Q1 		$8.61M Buy
+233,526
New +$8.64M 1.37% 14
2021
Q3 		$10.2M Buy
270,005
+1,378
+0.5% +$54.5K 1.89% 13
2021
Q2 		$10.4M Buy
268,627
+7,743
+3% +$299K 2.08% 13
2021
Q1 		$9.51M Sell
260,884
-44,923
-15% -$1.63M 2.7% 11
2020
Q4 		$10.9M Buy
305,807
+11,228
+4% +$375K 3.51% 5
2020
Q3 		$8.66M Buy
+294,579
New +$9.18M 3.58% 7

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