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Simplicity Solutions’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Simplicity Solutions’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
-16,740
Closed -$433K – 905
2020
Q1 		$433K Sell
16,740
-68,985
-80% -$2.06M 0.01% 524
2019
Q4 		$2.77M Sell
85,725
-35,511
-29% -$1.1M 0.08% 193
2019
Q3 		$3.6M Buy
121,236
+8,813
+8% +$261K 0.15% 120
2019
Q2 		$3.39M Buy
112,423
+68,646
+157% +$2.03M 0.15% 111
2019
Q1 		$1.28M Buy
+43,777
New +$1.22M 0.08% 221

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

Simplicity Solutions's IQLT Position: Q2 2020 in Review

Simplicity Solutions sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q2 2020, closing a stake of 16,740 shares — an estimated $433K sold.

Simplicity Solutions first reported a position in IQLT in Q1 2019 and held it in 5 quarters. The position peaked at $3.6M in Q3 2019. 123 funds tracked by Wall St. Rank hold IQLT as of Q2 2020.

  • Simplicity Solutions reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q2 2020 after selling out during the quarter.
  • Simplicity Solutions sold 16,740 iShares MSCI Intl Quality Factor ETF shares in Q2 2020, an estimated $433K.
  • Simplicity Solutions first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2019 and held it in 5 quarters.
  • Simplicity Solutions's iShares MSCI Intl Quality Factor ETF position peaked at $3.6M in Q3 2019.
  • 123 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2020.

Based on Simplicity Solutions's 13F filing for Q2 2020, filed 6 Aug 2020.