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Montag & Associates’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Montag & Associates’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
-1,155
Closed -$47.9K – 1016
2024
Q3 		$47.9K Buy
+1,155
New +$46K ﹤0.01% 623

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 $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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 $377B AUM 19.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Montag & Associates's IQLT Position: Q4 2024 in Review

Montag & Associates sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q4 2024, closing a stake of 1,155 shares — an estimated $47.9K sold.

Montag & Associates first reported a position in IQLT in Q3 2024 and held it in 1 quarter. The position peaked at $47.9K in Q3 2024. 520 funds tracked by Wall St. Rank hold IQLT as of Q4 2024.

  • Montag & Associates reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Montag & Associates sold 1,155 iShares MSCI Intl Quality Factor ETF shares in Q4 2024, an estimated $47.9K.
  • Montag & Associates first reported a position in iShares MSCI Intl Quality Factor ETF in Q3 2024 and held it in 1 quarter.
  • Montag & Associates's iShares MSCI Intl Quality Factor ETF position peaked at $47.9K in Q3 2024.
  • 520 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q4 2024.

Based on Montag & Associates's 13F filing for Q4 2024, filed 30 Jan 2025.