Lincoln National Corp’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Lincoln National Corp’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	-6,907	Closed	-$244K	–	1055
2023 Q1	$244K	Buy	6,907 +678	+11%	+$23.3K	0.01%	846
2022 Q4	$202K	Buy	+6,229	New	+$194K	﹤0.01%	869
2022 Q2	–	Sell	-8,452	Closed	-$312K	–	900
2022 Q1	$312K	Sell	8,452 -331	-4%	-$12.3K	0.01%	707
2021 Q4	$346K	Buy	8,783 +931	+12%	+$36.5K	0.01%	663
2021 Q3	$297K	Sell	7,852 -79	-1%	-$3.12K	0.01%	684
2021 Q2	$305K	Sell	7,931 -667	-8%	-$25.8K	0.01%	659
2021 Q1	$313K	Buy	8,598 +2,194	+34%	+$79.5K	0.01%	605
2020 Q4	$228K	Buy	+6,404	New	+$214K	0.01%	663

Other funds holding IQLT

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

Lincoln National Corp's IQLT Position: Q2 2023 in Review

Lincoln National Corp sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q2 2023, closing a stake of 6,907 shares — an estimated $244K sold.

Lincoln National Corp first reported a position in IQLT in Q4 2020 and held it in 8 quarters. The position peaked at $346K in Q4 2021. 388 funds tracked by Wall St. Rank hold IQLT as of Q2 2023.

Lincoln National Corp reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q2 2023 after selling out during the quarter.
Lincoln National Corp sold 6,907 iShares MSCI Intl Quality Factor ETF shares in Q2 2023, an estimated $244K.
Lincoln National Corp first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2020 and held it in 8 quarters.
Lincoln National Corp's iShares MSCI Intl Quality Factor ETF position peaked at $346K in Q4 2021.
388 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2023.

Based on Lincoln National Corp's 13F filing for Q2 2023, filed 7 Aug 2023.