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Security National Trust’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Security National Trust’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
2020
Q2 		– Sell
-377
Closed -$10K – 444
2020
Q1 		$10K Hold
377
– – ﹤0.01% 363
2019
Q4 		$12K Buy
+377
New +$11.7K ﹤0.01% 354

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Security National Trust's IQLT Position: Q2 2020 in Review

Security National Trust sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q2 2020, closing a stake of 377 shares — an estimated $10K sold.

Security National Trust first reported a position in IQLT in Q4 2019 and held it in 2 quarters. The position peaked at $12K in Q4 2019. 123 funds tracked by Wall St. Rank hold IQLT as of Q2 2020.

  • Security National Trust reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q2 2020 after selling out during the quarter.
  • Security National Trust sold 377 iShares MSCI Intl Quality Factor ETF shares in Q2 2020, an estimated $10K.
  • Security National Trust first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2019 and held it in 2 quarters.
  • Security National Trust's iShares MSCI Intl Quality Factor ETF position peaked at $12K in Q4 2019.
  • 123 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2020.

Based on Security National Trust's 13F filing for Q2 2020, filed 13 Aug 2020.