Prospera Financial Services’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Prospera Financial Services’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	–	Sell	-7,254	Closed	-$301K	–	1160
2024 Q3	$301K	Buy	7,254 +543	+8%	+$21.6K	0.01%	919
2024 Q2	$262K	Sell	6,711 -35,376	-84%	-$1.39M	0.01%	970
2024 Q1	$1.67M	Buy	42,087 +36,174	+612%	+$1.38M	0.05%	373
2023 Q4	$222K	Buy	+5,913	New	+$206K	0.01%	964
2023 Q1	–	Sell	-13,499	Closed	-$437K	–	980
2022 Q4	$437K	Buy	+13,499	New	+$419K	0.02%	569

Other funds holding IQLT

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Prospera Financial Services's IQLT Position: Q4 2024 in Review

Prospera Financial Services sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q4 2024, closing a stake of 7,254 shares — an estimated $301K sold.

Prospera Financial Services first reported a position in IQLT in Q4 2022 and held it in 5 quarters. The position peaked at $1.67M in Q1 2024. 521 funds tracked by Wall St. Rank hold IQLT as of Q4 2024.

Prospera Financial Services reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q4 2024 after selling out during the quarter.
Prospera Financial Services sold 7,254 iShares MSCI Intl Quality Factor ETF shares in Q4 2024, an estimated $301K.
Prospera Financial Services first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2022 and held it in 5 quarters.
Prospera Financial Services's iShares MSCI Intl Quality Factor ETF position peaked at $1.67M in Q1 2024.
521 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q4 2024.

Based on Prospera Financial Services's 13F filing for Q4 2024, filed 13 Feb 2025.