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Pinnacle Wealth Management Group’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Pinnacle Wealth Management 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
2022
Q3 		– Sell
-9,565
Closed -$296K – 116
2022
Q2 		$296K Sell
9,565
-60
-0.6% -$2.02K 0.25% 88
2022
Q1 		$355K Buy
9,625
+4,033
+72% +$149K 0.27% 86
2021
Q4 		$220K Buy
+5,592
New +$219K 0.16% 113

Other funds holding IQLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Pinnacle Wealth Management Group's IQLT Position: Q3 2022 in Review

Pinnacle Wealth Management Group sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q3 2022, closing a stake of 9,565 shares — an estimated $296K sold.

Pinnacle Wealth Management Group first reported a position in IQLT in Q4 2021 and held it in 3 quarters. The position peaked at $355K in Q1 2022. 308 funds tracked by Wall St. Rank hold IQLT as of Q3 2022.

  • Pinnacle Wealth Management Group reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q3 2022 after selling out during the quarter.
  • Pinnacle Wealth Management Group sold 9,565 iShares MSCI Intl Quality Factor ETF shares in Q3 2022, an estimated $296K.
  • Pinnacle Wealth Management Group first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2021 and held it in 3 quarters.
  • Pinnacle Wealth Management Group's iShares MSCI Intl Quality Factor ETF position peaked at $355K in Q1 2022.
  • 308 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q3 2022.

Based on Pinnacle Wealth Management Group's 13F filing for Q3 2022, filed 7 Oct 2022.