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SFMG Wealth Advisors’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

SFMG Wealth Advisors’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
-5,628
Closed -$217K – 267
2021
Q2 		$217K Buy
+5,628
New +$217K 0.02% 234

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

SFMG Wealth Advisors's IQLT Position: Q3 2021 in Review

SFMG Wealth Advisors sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q3 2021, closing a stake of 5,628 shares — an estimated $217K sold.

SFMG Wealth Advisors first reported a position in IQLT in Q2 2021 and held it in 1 quarter. The position peaked at $217K in Q2 2021. 269 funds tracked by Wall St. Rank hold IQLT as of Q3 2021.

  • SFMG Wealth Advisors reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q3 2021 after selling out during the quarter.
  • SFMG Wealth Advisors sold 5,628 iShares MSCI Intl Quality Factor ETF shares in Q3 2021, an estimated $217K.
  • SFMG Wealth Advisors first reported a position in iShares MSCI Intl Quality Factor ETF in Q2 2021 and held it in 1 quarter.
  • SFMG Wealth Advisors's iShares MSCI Intl Quality Factor ETF position peaked at $217K in Q2 2021.
  • 269 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q3 2021.

Based on SFMG Wealth Advisors's 13F filing for Q3 2021, filed 1 Nov 2021.