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Planning Directions’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Planning Directions’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
-185,633
Closed -$4.8M – 80
2020
Q1 		$4.8M Buy
+185,633
New +$5.55M 6.73% 4

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

Planning Directions's IQLT Position: Q2 2020 in Review

Planning Directions sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q2 2020, closing a stake of 185,633 shares — an estimated $4.8M sold.

Planning Directions first reported a position in IQLT in Q1 2020 and held it in 1 quarter. The position peaked at $4.8M in Q1 2020. 123 funds tracked by Wall St. Rank hold IQLT as of Q2 2020.

  • Planning Directions reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q2 2020 after selling out during the quarter.
  • Planning Directions sold 185,633 iShares MSCI Intl Quality Factor ETF shares in Q2 2020, an estimated $4.8M.
  • Planning Directions first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2020 and held it in 1 quarter.
  • Planning Directions's iShares MSCI Intl Quality Factor ETF position peaked at $4.8M in Q1 2020.
  • 123 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2020.

Based on Planning Directions's 13F filing for Q2 2020, filed 21 Jul 2020.