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

Monograph 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
2025
Q1 		– Sell
-14,131
Closed -$525K – 119
2024
Q4 		$525K Hold
14,131
– – 0.07% 68
2024
Q3 		$586K Buy
+14,131
New +$563K 0.08% 70

Other funds holding IQLT

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 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 $1.56T AUM 27.86% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Monograph Wealth Advisors's IQLT Position: Q1 2025 in Review

Monograph Wealth Advisors sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q1 2025, closing a stake of 14,131 shares — an estimated $525K sold.

Monograph Wealth Advisors first reported a position in IQLT in Q3 2024 and held it in 2 quarters. The position peaked at $586K in Q3 2024. 521 funds tracked by Wall St. Rank hold IQLT as of Q1 2025.

  • Monograph Wealth Advisors reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Monograph Wealth Advisors sold 14,131 iShares MSCI Intl Quality Factor ETF shares in Q1 2025, an estimated $525K.
  • Monograph Wealth Advisors first reported a position in iShares MSCI Intl Quality Factor ETF in Q3 2024 and held it in 2 quarters.
  • Monograph Wealth Advisors's iShares MSCI Intl Quality Factor ETF position peaked at $586K in Q3 2024.
  • 521 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2025.

Based on Monograph Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.