SQA
IQLT icon

Simon Quick Advisors’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Simon Quick 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
2023
Q2 		– Sell
-7,168
Closed -$253K – 291
2023
Q1 		$253K Sell
7,168
-1,405
-16% -$48.2K 0.03% 231
2022
Q4 		$278K Buy
8,573
+79
+0.9% +$2.45K 0.03% 186
2022
Q3 		$236K Buy
+8,494
New +$263K 0.03% 169

Other funds holding IQLT

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

Simon Quick Advisors's IQLT Position: Q2 2023 in Review

Simon Quick Advisors sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q2 2023, closing a stake of 7,168 shares — an estimated $253K sold.

Simon Quick Advisors first reported a position in IQLT in Q3 2022 and held it in 3 quarters. The position peaked at $278K in Q4 2022. 387 funds tracked by Wall St. Rank hold IQLT as of Q2 2023.

  • Simon Quick Advisors reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q2 2023 after selling out during the quarter.
  • Simon Quick Advisors sold 7,168 iShares MSCI Intl Quality Factor ETF shares in Q2 2023, an estimated $253K.
  • Simon Quick Advisors first reported a position in iShares MSCI Intl Quality Factor ETF in Q3 2022 and held it in 3 quarters.
  • Simon Quick Advisors's iShares MSCI Intl Quality Factor ETF position peaked at $278K in Q4 2022.
  • 387 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2023.

Based on Simon Quick Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.