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Maxwell Wealth Strategies’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Maxwell Wealth Strategies’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
Q4 		$350K Hold
9,418
– – 0.14% 93
2024
Q3 		$371K Hold
9,418
– – 0.16% 88
2024
Q2 		$368K Hold
9,418
– – 0.18% 85
2024
Q1 		$373K Hold
9,418
– – 0.19% 87
2023
Q4 		$354K Buy
+9,418
New +$329K 0.23% 75

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Maxwell Wealth Strategies's IQLT Position: Q4 2024 in Review

Maxwell Wealth Strategies held its iShares MSCI Intl Quality Factor ETF (IQLT) position steady in Q4 2024 at 9,418 shares worth $350K. The position accounts for 0.14% of the portfolio, ranked #93.

Maxwell Wealth Strategies first reported a position in IQLT in Q4 2023 and has held it in 5 quarters since. The position peaked at $373K in Q1 2024. 520 funds tracked by Wall St. Rank hold IQLT as of Q4 2024.

  • Maxwell Wealth Strategies held 9,418 shares of iShares MSCI Intl Quality Factor ETF worth $350K as of Q4 2024.
  • Maxwell Wealth Strategies left its iShares MSCI Intl Quality Factor ETF share count unchanged in Q4 2024.
  • iShares MSCI Intl Quality Factor ETF made up 0.14% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #93 holding.
  • Maxwell Wealth Strategies first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2023 and has held it in 5 quarters since.
  • Maxwell Wealth Strategies's iShares MSCI Intl Quality Factor ETF position peaked at $373K in Q1 2024.
  • 520 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.