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New England Investment & Retirement Group’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

New England Investment & Retirement 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
2020
Q2 		– Sell
-66
Closed -$2K – 139
2020
Q1 		$2K Buy
+66
New +$1.98K ﹤0.01% 190

Other funds holding IQLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

New England Investment & Retirement Group's IQLT Position: Q2 2020 in Review

New England Investment & Retirement Group sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q2 2020, closing a stake of 66 shares — an estimated $2K sold.

New England Investment & Retirement Group first reported a position in IQLT in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 123 funds tracked by Wall St. Rank hold IQLT as of Q2 2020.

  • New England Investment & Retirement Group reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q2 2020 after selling out during the quarter.
  • New England Investment & Retirement Group sold 66 iShares MSCI Intl Quality Factor ETF shares in Q2 2020, an estimated $2K.
  • New England Investment & Retirement Group first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2020 and held it in 1 quarter.
  • New England Investment & Retirement Group's iShares MSCI Intl Quality Factor ETF position peaked at $2K in Q1 2020.
  • 123 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2020.

Based on New England Investment & Retirement Group's 13F filing for Q2 2020, filed 3 Aug 2020.