PCMC
IQLT icon

Private Capital Management (Colorado)’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Private Capital Management (Colorado)’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
Q4 		$2.97K Hold
80
– – ﹤0.01% 204
2024
Q3 		$3.32K Sell
80
-39
-33% -$1.55K ﹤0.01% 279
2024
Q2 		$4.65K Sell
119
-156
-57% -$6.11K ﹤0.01% 231
2024
Q1 		$10.9K Sell
275
-76
-22% -$2.9K ﹤0.01% 232
2023
Q4 		$13.2K Hold
351
– – ﹤0.01% 206
2023
Q3 		$11.8K Hold
351
– – ﹤0.01% 204
2023
Q2 		$12.5K Hold
351
– – ﹤0.01% 194
2023
Q1 		$12.4K Buy
+351
New +$12.1K ﹤0.01% 201
2021
Q4 		– Sell
-5,940
Closed -$225K – 145
2021
Q3 		$225K Buy
+5,940
New +$235K 0.09% 119

Other funds holding IQLT

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return