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IQLT icon

MGO Private Wealth’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

MGO Private Wealth’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
-4,970
Closed -$206K – 60
2024
Q3 		$206K Sell
4,970
-395
-7% -$15.7K 0.15% 59
2024
Q2 		$210K Sell
5,365
-500
-9% -$19.6K 0.13% 78
2024
Q1 		$233K Sell
5,865
-1,459
-20% -$55.6K 0.15% 74
2023
Q4 		$275K Sell
7,324
-978
-12% -$34.1K 0.19% 58
2023
Q3 		$279K Sell
8,302
-3,197
-28% -$112K 0.21% 57
2023
Q2 		$409K Sell
11,499
-115
-1% -$4.1K 0.31% 46
2023
Q1 		$410K Sell
11,614
-60,672
-84% -$2.08M 0.32% 50
2022
Q4 		$2.34M Sell
72,286
-67,227
-48% -$2.09M 1.07% 27
2022
Q3 		$3.88M Buy
+139,513
New +$4.31M 1.84% 15

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 $1.47T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $376B AUM 19.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return