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Retirement Group’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Retirement 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
2021
Q3 		– Sell
-973
Closed -$38K – 667
2021
Q2 		$38K Buy
973
+270
+38% +$10.4K 0.02% 261
2021
Q1 		$26K Buy
703
+200
+40% +$7.25K 0.01% 346
2020
Q4 		$17K Buy
503
+3
+0.6% +$100 0.01% 373
2020
Q3 		$16K Buy
+500
New +$15.6K 0.01% 352

Other funds holding IQLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Retirement Group's IQLT Position: Q3 2021 in Review

Retirement Group sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q3 2021, closing a stake of 973 shares — an estimated $38K sold.

Retirement Group first reported a position in IQLT in Q3 2020 and held it in 4 quarters. The position peaked at $38K in Q2 2021. 269 funds tracked by Wall St. Rank hold IQLT as of Q3 2021.

  • Retirement Group reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q3 2021 after selling out during the quarter.
  • Retirement Group sold 973 iShares MSCI Intl Quality Factor ETF shares in Q3 2021, an estimated $38K.
  • Retirement Group first reported a position in iShares MSCI Intl Quality Factor ETF in Q3 2020 and held it in 4 quarters.
  • Retirement Group's iShares MSCI Intl Quality Factor ETF position peaked at $38K in Q2 2021.
  • 269 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q3 2021.

Based on Retirement Group's 13F filing for Q3 2021, filed 16 Nov 2021.