LWCFA
IQLT icon

Loring Wolcott & Coolidge Fiduciary Advisors’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2024
Q2 		– Sell
-1,642
Closed -$62.4K – 564
2024
Q1 		$62.4K Buy
+1,642
New +$62.6K ﹤0.01% 376

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's IQLT Position: Q2 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q2 2024, closing a stake of 1,642 shares — an estimated $62.4K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IQLT in Q1 2024 and held it in 1 quarter. The position peaked at $62.4K in Q1 2024. 471 funds tracked by Wall St. Rank hold IQLT as of Q2 2024.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 1,642 iShares MSCI Intl Quality Factor ETF shares in Q2 2024, an estimated $62.4K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2024 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's iShares MSCI Intl Quality Factor ETF position peaked at $62.4K in Q1 2024.
  • 471 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.