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Money Concepts Capital’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-2,218
Closed -$71.8K – 1701
2022
Q4 		$71.8K Buy
+2,218
New +$68.9K ﹤0.01% 1108
2022
Q2 		– Sell
-1,038
Closed -$38K – 2041
2022
Q1 		$38K Buy
+1,038
New +$38.4K ﹤0.01% 1338

Other funds holding IQLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Money Concepts Capital's IQLT Position: Q1 2023 in Review

Money Concepts Capital sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q1 2023, closing a stake of 2,218 shares — an estimated $71.8K sold.

Money Concepts Capital first reported a position in IQLT in Q1 2022 and held it in 2 quarters. The position peaked at $71.8K in Q4 2022. 363 funds tracked by Wall St. Rank hold IQLT as of Q1 2023.

  • Money Concepts Capital reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 2,218 iShares MSCI Intl Quality Factor ETF shares in Q1 2023, an estimated $71.8K.
  • Money Concepts Capital first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's iShares MSCI Intl Quality Factor ETF position peaked at $71.8K in Q4 2022.
  • 363 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.