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

Opal 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
2024
Q3 		– Sell
-218
Closed -$8.51K – 674
2024
Q2 		$8.51K Buy
+218
New +$8.54K ﹤0.01% 688

Other funds holding IQLT

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
JP Morgan Chase
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
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Opal Wealth Advisors's IQLT Position: Q3 2024 in Review

Opal Wealth Advisors sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q3 2024, closing a stake of 218 shares — an estimated $8.51K sold.

Opal Wealth Advisors first reported a position in IQLT in Q2 2024 and held it in 1 quarter. The position peaked at $8.51K in Q2 2024. 503 funds tracked by Wall St. Rank hold IQLT as of Q3 2024.

  • Opal Wealth Advisors reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 218 iShares MSCI Intl Quality Factor ETF shares in Q3 2024, an estimated $8.51K.
  • Opal Wealth Advisors first reported a position in iShares MSCI Intl Quality Factor ETF in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's iShares MSCI Intl Quality Factor ETF position peaked at $8.51K in Q2 2024.
  • 503 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.