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Sage Advisory Services’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Sage Advisory 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
-183,747
Closed -$7.17M – 47
2024
Q3 		$7.17M Hold
183,747
– – 2.01% 16
2024
Q2 		$7.17M Buy
+183,747
New +$7.2M 2.01% 16

Other funds holding IQLT

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Sage Advisory Services's IQLT Position: Q4 2024 in Review

Sage Advisory Services sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q4 2024, closing a stake of 183,747 shares — an estimated $7.17M sold.

Sage Advisory Services first reported a position in IQLT in Q2 2024 and held it in 2 quarters. The position peaked at $7.17M in Q3 2024. 521 funds tracked by Wall St. Rank hold IQLT as of Q4 2024.

  • Sage Advisory Services reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Sage Advisory Services sold 183,747 iShares MSCI Intl Quality Factor ETF shares in Q4 2024, an estimated $7.17M.
  • Sage Advisory Services first reported a position in iShares MSCI Intl Quality Factor ETF in Q2 2024 and held it in 2 quarters.
  • Sage Advisory Services's iShares MSCI Intl Quality Factor ETF position peaked at $7.17M in Q3 2024.
  • 521 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q4 2024.

Based on Sage Advisory Services's 13F filing for Q4 2024, filed 5 Feb 2025.