Lido Advisors
IQLT icon

Lido Advisors’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Lido Advisors’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
2021
Q3 		– Sell
-7,329
Closed -$283K – 989
2021
Q2 		$283K Sell
7,329
-436
-6% -$16.8K ﹤0.01% 740
2021
Q1 		$283K Buy
7,765
+1,074
+16% +$38.9K ﹤0.01% 679
2020
Q4 		$238K Hold
6,691
– – 0.01% 696
2020
Q3 		$210K Buy
+6,691
New +$208K 0.01% 579

Other funds holding IQLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lido Advisors's IQLT Position: Q3 2021 in Review

Lido Advisors sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q3 2021, closing a stake of 7,329 shares — an estimated $283K sold.

Lido Advisors first reported a position in IQLT in Q3 2020 and held it in 4 quarters. The position peaked at $283K in Q2 2021. 269 funds tracked by Wall St. Rank hold IQLT as of Q3 2021.

  • Lido Advisors reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q3 2021 after selling out during the quarter.
  • Lido Advisors sold 7,329 iShares MSCI Intl Quality Factor ETF shares in Q3 2021, an estimated $283K.
  • Lido Advisors first reported a position in iShares MSCI Intl Quality Factor ETF in Q3 2020 and held it in 4 quarters.
  • Lido Advisors's iShares MSCI Intl Quality Factor ETF position peaked at $283K in Q2 2021.
  • 269 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q3 2021.

Based on Lido Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.