Monumental Financial Group’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Monumental Financial Group’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 Q3	$2.37M	Sell	57,113 -9,358	-14%	-$373K	0.88%	17
2024 Q2	$2.6M	Sell	66,471 -8,580	-11%	-$336K	1.13%	16
2024 Q1	$2.98M	Sell	75,051 -2,310	-3%	-$88.1K	1.58%	13
2023 Q4	$2.91M	Buy	77,361 +821	+1%	+$28.6K	1.73%	13
2023 Q3	$2.57M	Buy	76,540 +3,416	+5%	+$120K	1.71%	14
2023 Q2	$2.6M	Buy	+73,124	New	+$2.61M	1.75%	16

Other funds holding IQLT

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Monumental Financial Group's IQLT Position: Q3 2024 in Review

Monumental Financial Group reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 14% in Q3 2024, selling an estimated $373K and leaving 57,113 shares worth $2.37M. The position accounts for 0.88% of the portfolio, ranked #17.

Monumental Financial Group first reported a position in IQLT in Q2 2023 and has held it in 6 quarters since. The position peaked at $2.98M in Q1 2024. 503 funds tracked by Wall St. Rank hold IQLT as of Q3 2024.

Monumental Financial Group held 57,113 shares of iShares MSCI Intl Quality Factor ETF worth $2.37M as of Q3 2024.
Monumental Financial Group sold 9,358 iShares MSCI Intl Quality Factor ETF shares in Q3 2024, an estimated $373K.
iShares MSCI Intl Quality Factor ETF made up 0.88% of Monumental Financial Group's portfolio in Q3 2024, its #17 holding.
Monumental Financial Group first reported a position in iShares MSCI Intl Quality Factor ETF in Q2 2023 and has held it in 6 quarters since.
Monumental Financial Group's iShares MSCI Intl Quality Factor ETF position peaked at $2.98M in Q1 2024.
503 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q3 2024.

Based on Monumental Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.