Regal Investment Advisors’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Regal Investment 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	-7,187	Closed	-$281K	–	542
2024 Q2	$281K	Sell	7,187 -2,141	-23%	-$83.9K	0.02%	477
2024 Q1	$370K	Sell	9,328 -10,352	-53%	-$395K	0.03%	415
2023 Q4	$739K	Sell	19,680 -230,002	-92%	-$8.02M	0.06%	267
2023 Q3	$8.39M	Buy	249,682 +37,268	+18%	+$1.31M	0.71%	31
2023 Q2	$7.56M	Buy	212,414 +2,159	+1%	+$77K	0.63%	38
2023 Q1	$7.42M	Sell	210,255 -13,024	-6%	-$447K	0.66%	36
2022 Q4	$7.23M	Sell	223,279 -2,731	-1%	-$84.8K	0.7%	34
2022 Q3	$6.28M	Sell	226,010 -5,189	-2%	-$160K	0.66%	37
2022 Q2	$7.15M	Buy	231,199 +20,826	+10%	+$700K	0.74%	31
2022 Q1	$7.76M	Buy	+210,373	New	+$7.79M	0.71%	31

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

CIA

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Regal Investment Advisors's IQLT Position: Q3 2024 in Review

Regal Investment Advisors sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q3 2024, closing a stake of 7,187 shares — an estimated $281K sold.

Regal Investment Advisors first reported a position in IQLT in Q1 2022 and held it in 10 quarters. The position peaked at $8.39M in Q3 2023. 503 funds tracked by Wall St. Rank hold IQLT as of Q3 2024.

Regal Investment Advisors reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q3 2024 after selling out during the quarter.
Regal Investment Advisors sold 7,187 iShares MSCI Intl Quality Factor ETF shares in Q3 2024, an estimated $281K.
Regal Investment Advisors first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2022 and held it in 10 quarters.
Regal Investment Advisors's iShares MSCI Intl Quality Factor ETF position peaked at $8.39M in Q3 2023.
503 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q3 2024.

Based on Regal Investment Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.