MFA Wealth Advisors’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

MFA Wealth 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 Q4	–	Sell	-57	Closed	-$2.37K	–	220
2024 Q3	$2.37K	Hold	57	–	–	﹤0.01%	433
2024 Q2	$2.23K	Buy	+57	New	+$2.23K	﹤0.01%	443
2022 Q4	–	Sell	-137,108	Closed	-$3.81M	–	67
2022 Q3	$3.81M	Sell	137,108 -19,822	-13%	-$613K	1.41%	20
2022 Q2	$4.85M	Sell	156,930 -140,505	-47%	-$4.72M	1.77%	18
2022 Q1	$11M	Buy	297,435 +41,593	+16%	+$1.54M	3.5%	8
2021 Q4	$10.1M	Buy	+255,842	New	+$10M	4.26%	8

Other funds holding IQLT

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

MFA Wealth Advisors's IQLT Position: Q4 2024 in Review

MFA Wealth Advisors sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q4 2024, closing a stake of 57 shares — an estimated $2.37K sold.

MFA Wealth Advisors first reported a position in IQLT in Q4 2021 and held it in 6 quarters. The position peaked at $11M in Q1 2022. 520 funds tracked by Wall St. Rank hold IQLT as of Q4 2024.

MFA Wealth Advisors reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q4 2024 after selling out during the quarter.
MFA Wealth Advisors sold 57 iShares MSCI Intl Quality Factor ETF shares in Q4 2024, an estimated $2.37K.
MFA Wealth Advisors first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2021 and held it in 6 quarters.
MFA Wealth Advisors's iShares MSCI Intl Quality Factor ETF position peaked at $11M in Q1 2022.
520 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.