SWM
IQLT icon

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

Solano 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
2024
Q2 		$2.03M Buy
51,967
+12,692
+32% +$497K 1.11% 14
2024
Q1 		$1.56M Buy
+39,275
New +$1.5M 0.87% 16

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Solano Wealth Management's IQLT Position: Q2 2024 in Review

Solano Wealth Management increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 32% in Q2 2024, buying an estimated $497K and bringing the position to 51,967 shares worth $2.03M. The position accounts for 1.11% of the portfolio, ranked #14.

Solano Wealth Management first reported a position in IQLT in Q1 2024 and has held it in 2 quarters since. 471 funds tracked by Wall St. Rank hold IQLT as of Q2 2024.

  • Solano Wealth Management held 51,967 shares of iShares MSCI Intl Quality Factor ETF worth $2.03M as of Q2 2024.
  • Solano Wealth Management bought 12,692 iShares MSCI Intl Quality Factor ETF shares in Q2 2024, an estimated $497K.
  • iShares MSCI Intl Quality Factor ETF made up 1.11% of Solano Wealth Management's portfolio in Q2 2024, its #14 holding.
  • Solano Wealth Management first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2024 and has held it in 2 quarters since.
  • 471 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2024.

Based on Solano Wealth Management's 13F filing for Q2 2024, filed 30 Jul 2024.