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

SageView Advisory 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
2024 Q3	–	Sell	-62,767	Closed	-$2.45M	–	536
2024 Q2	$2.45M	Buy	62,767 +37,487	+148%	+$1.47M	0.11%	109
2024 Q1	$1.79M	Sell	25,280 -31,091	-55%	-$1.19M	0.09%	123
2023 Q4	$2.12M	Buy	56,371 +49,355	+703%	+$1.72M	0.09%	134
2023 Q3	$236K	Buy	7,016 +248	+4%	+$8.7K	0.01%	482
2023 Q2	$241K	Buy	+6,768	New	+$241K	0.01%	494

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

SageView Advisory Group's IQLT Position: Q3 2024 in Review

SageView Advisory Group sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q3 2024, closing a stake of 62,767 shares — an estimated $2.45M sold.

SageView Advisory Group first reported a position in IQLT in Q2 2023 and held it in 5 quarters. The position peaked at $2.45M in Q2 2024. 503 funds tracked by Wall St. Rank hold IQLT as of Q3 2024.

SageView Advisory Group reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q3 2024 after selling out during the quarter.
SageView Advisory Group sold 62,767 iShares MSCI Intl Quality Factor ETF shares in Q3 2024, an estimated $2.45M.
SageView Advisory Group first reported a position in iShares MSCI Intl Quality Factor ETF in Q2 2023 and held it in 5 quarters.
SageView Advisory Group's iShares MSCI Intl Quality Factor ETF position peaked at $2.45M in Q2 2024.
503 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q3 2024.

Based on SageView Advisory Group's 13F filing for Q3 2024, filed 14 Nov 2024.