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

LifePlan Financial Group’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
2020 Q3	$31K	Hold	984	–	–	0.01%	290
2020 Q2	$29K	Hold	984	–	–	0.01%	295
2020 Q1	$25K	Buy	984 +314	+47%	+$9.4K	0.01%	287
2019 Q4	$22K	Hold	670	–	–	0.01%	338
2019 Q3	$20K	Hold	670	–	–	0.01%	345
2019 Q2	$20K	Hold	670	–	–	0.01%	341
2019 Q1	$20K	Buy	670 +225	+51%	+$6.29K	0.01%	347
2018 Q4	$11K	Hold	445	–	–	0.01%	379
2018 Q3	$13K	Hold	445	–	–	0.01%	366
2018 Q2	$13K	Buy	+445	New	+$13.2K	0.01%	361

Other funds holding IQLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

LifePlan Financial Group's IQLT Position: Q3 2020 in Review

LifePlan Financial Group held its iShares MSCI Intl Quality Factor ETF (IQLT) position steady in Q3 2020 at 984 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #290.

LifePlan Financial Group first reported a position in IQLT in Q2 2018 and has held it in 10 quarters since. 152 funds tracked by Wall St. Rank hold IQLT as of Q3 2020.

LifePlan Financial Group held 984 shares of iShares MSCI Intl Quality Factor ETF worth $31K as of Q3 2020.
LifePlan Financial Group left its iShares MSCI Intl Quality Factor ETF share count unchanged in Q3 2020.
iShares MSCI Intl Quality Factor ETF made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #290 holding.
LifePlan Financial Group first reported a position in iShares MSCI Intl Quality Factor ETF in Q2 2018 and has held it in 10 quarters since.
152 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.