SIAS
IQLT icon

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

Shine Investment 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
2020
Q3 		$816K Sell
26,031
-43,500
-63% -$1.36M 0.28% 47
2020
Q2 		$2.04M Buy
69,531
+63,651
+1,083% +$1.78M 0.75% 19
2020
Q1 		$152K Buy
+5,880
New +$176K 0.07% 130

Other funds holding IQLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Shine Investment Advisory Services's IQLT Position: Q3 2020 in Review

Shine Investment Advisory Services reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 63% in Q3 2020, selling an estimated $1.36M and leaving 26,031 shares worth $816K. The position accounts for 0.28% of the portfolio, ranked #47.

Shine Investment Advisory Services first reported a position in IQLT in Q1 2020 and has held it in 3 quarters since. The position peaked at $2.04M in Q2 2020. 152 funds tracked by Wall St. Rank hold IQLT as of Q3 2020.

  • Shine Investment Advisory Services held 26,031 shares of iShares MSCI Intl Quality Factor ETF worth $816K as of Q3 2020.
  • Shine Investment Advisory Services sold 43,500 iShares MSCI Intl Quality Factor ETF shares in Q3 2020, an estimated $1.36M.
  • iShares MSCI Intl Quality Factor ETF made up 0.28% of Shine Investment Advisory Services's portfolio in Q3 2020, its #47 holding.
  • Shine Investment Advisory Services first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2020 and has held it in 3 quarters since.
  • Shine Investment Advisory Services's iShares MSCI Intl Quality Factor ETF position peaked at $2.04M in Q2 2020.
  • 152 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.