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Squire Investment Management Company’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Squire Investment Management Company’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
2025
Q1 		– Sell
-7,942
Closed -$295K – 66
2024
Q4 		$295K Buy
+7,942
New +$311K 0.13% 58

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Envestnet Asset Management
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Squire Investment Management Company's IQLT Position: Q1 2025 in Review

Squire Investment Management Company sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q1 2025, closing a stake of 7,942 shares — an estimated $295K sold.

Squire Investment Management Company first reported a position in IQLT in Q4 2024 and held it in 1 quarter. The position peaked at $295K in Q4 2024. 521 funds tracked by Wall St. Rank hold IQLT as of Q1 2025.

  • Squire Investment Management Company reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Squire Investment Management Company sold 7,942 iShares MSCI Intl Quality Factor ETF shares in Q1 2025, an estimated $295K.
  • Squire Investment Management Company first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2024 and held it in 1 quarter.
  • Squire Investment Management Company's iShares MSCI Intl Quality Factor ETF position peaked at $295K in Q4 2024.
  • 521 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2025.

Based on Squire Investment Management Company's 13F filing for Q1 2025, filed 8 May 2025.