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Mid Atlantic Financial Management’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Mid Atlantic Financial 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
2020
Q2 		– Sell
-222,065
Closed -$5.74M – 761
2020
Q1 		$5.74M Sell
222,065
-23,473
-10% -$702K 0.66% 29
2019
Q4 		$7.93M Buy
+245,538
New +$7.6M 0.74% 20

Other funds holding IQLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mid Atlantic Financial Management's IQLT Position: Q2 2020 in Review

Mid Atlantic Financial Management sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q2 2020, closing a stake of 222,065 shares — an estimated $5.74M sold.

Mid Atlantic Financial Management first reported a position in IQLT in Q4 2019 and held it in 2 quarters. The position peaked at $7.93M in Q4 2019. 123 funds tracked by Wall St. Rank hold IQLT as of Q2 2020.

  • Mid Atlantic Financial Management reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q2 2020 after selling out during the quarter.
  • Mid Atlantic Financial Management sold 222,065 iShares MSCI Intl Quality Factor ETF shares in Q2 2020, an estimated $5.74M.
  • Mid Atlantic Financial Management first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2019 and held it in 2 quarters.
  • Mid Atlantic Financial Management's iShares MSCI Intl Quality Factor ETF position peaked at $7.93M in Q4 2019.
  • 123 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2020.

Based on Mid Atlantic Financial Management's 13F filing for Q2 2020, filed 6 Aug 2020.