Merriman Wealth Management’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Merriman Wealth Management’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	$253K	Hold	6,803	–	–	0.01%	184
2024 Q3	$282K	Buy	6,803 +49	+0.7%	+$1.95K	0.01%	177
2024 Q2	$264K	Buy	+6,754	New	+$265K	0.01%	184
2023 Q3	–	Sell	-4,196,261	Closed	-$149M	–	208
2023 Q2	$149M	Buy	4,196,261 +4,126,549	+5,919%	+$147M	7.36%	4
2023 Q1	$2.46M	Sell	69,712 -8,117	-10%	-$279K	0.13%	61
2022 Q4	$2.52M	Buy	+77,829	New	+$2.42M	0.13%	66
2022 Q1	–	Sell	-35,004	Closed	-$1.38M	–	212
2021 Q4	$1.38M	Sell	35,004 -34,173	-49%	-$1.34M	0.1%	85
2021 Q3	$2.62M	Buy	69,177 +30,000	+77%	+$1.19M	0.22%	60
2021 Q2	$1.51M	Buy	39,177 +30,000	+327%	+$1.16M	0.13%	92
2021 Q1	$334K	Sell	9,177 -1,033	-10%	-$37.4K	0.04%	150
2020 Q4	$365K	Buy	10,210 +1,900	+23%	+$63.5K	0.04%	162
2020 Q3	$260K	Buy	+8,310	New	+$259K	0.04%	142

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Merriman Wealth Management's IQLT Position: Q4 2024 in Review

Merriman Wealth Management held its iShares MSCI Intl Quality Factor ETF (IQLT) position steady in Q4 2024 at 6,803 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #184.

Merriman Wealth Management first reported a position in IQLT in Q3 2020 and has held it in 12 quarters since. The position peaked at $149M in Q2 2023. 521 funds tracked by Wall St. Rank hold IQLT as of Q4 2024.

Merriman Wealth Management held 6,803 shares of iShares MSCI Intl Quality Factor ETF worth $253K as of Q4 2024.
Merriman Wealth Management left its iShares MSCI Intl Quality Factor ETF share count unchanged in Q4 2024.
iShares MSCI Intl Quality Factor ETF made up 0.01% of Merriman Wealth Management's portfolio in Q4 2024, its #184 holding.
Merriman Wealth Management first reported a position in iShares MSCI Intl Quality Factor ETF in Q3 2020 and has held it in 12 quarters since.
Merriman Wealth Management's iShares MSCI Intl Quality Factor ETF position peaked at $149M in Q2 2023.
521 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q4 2024.

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