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Morton Brown Family Wealth’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Morton Brown Family Wealth’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
2022
Q1 		– Sell
-215
Closed -$8K – 173
2021
Q4 		$8K Buy
+215
New +$8.42K 0.01% 127

Other funds holding IQLT

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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morton Brown Family Wealth's IQLT Position: Q1 2022 in Review

Morton Brown Family Wealth sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q1 2022, closing a stake of 215 shares — an estimated $8K sold.

Morton Brown Family Wealth first reported a position in IQLT in Q4 2021 and held it in 1 quarter. The position peaked at $8K in Q4 2021. 310 funds tracked by Wall St. Rank hold IQLT as of Q1 2022.

  • Morton Brown Family Wealth reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q1 2022 after selling out during the quarter.
  • Morton Brown Family Wealth sold 215 iShares MSCI Intl Quality Factor ETF shares in Q1 2022, an estimated $8K.
  • Morton Brown Family Wealth first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2021 and held it in 1 quarter.
  • Morton Brown Family Wealth's iShares MSCI Intl Quality Factor ETF position peaked at $8K in Q4 2021.
  • 310 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2022.

Based on Morton Brown Family Wealth's 13F filing for Q1 2022, filed 20 Apr 2022.