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Selective Wealth Management’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Selective Wealth Management’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
2022
Q4 		– Sell
-1,921
Closed -$53K – 414
2022
Q3 		$53K Hold
1,921
– – 0.02% 293
2022
Q2 		$59K Buy
+1,921
New +$64.5K 0.02% 292

Other funds holding IQLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Selective Wealth Management's IQLT Position: Q4 2022 in Review

Selective Wealth Management sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q4 2022, closing a stake of 1,921 shares — an estimated $53K sold.

Selective Wealth Management first reported a position in IQLT in Q2 2022 and held it in 2 quarters. The position peaked at $59K in Q2 2022. 346 funds tracked by Wall St. Rank hold IQLT as of Q4 2022.

  • Selective Wealth Management reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 1,921 iShares MSCI Intl Quality Factor ETF shares in Q4 2022, an estimated $53K.
  • Selective Wealth Management first reported a position in iShares MSCI Intl Quality Factor ETF in Q2 2022 and held it in 2 quarters.
  • Selective Wealth Management's iShares MSCI Intl Quality Factor ETF position peaked at $59K in Q2 2022.
  • 346 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.