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SWA
Stratos Wealth Advisors’s
iShares MSCI Intl Quality Factor ETF
IQLT
Stock Holding History
Stratos Wealth Advisors’s Portfolio
IQLT Stock Details
IQLT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
–
Sell
-5,208
Closed
-$207K
–
736
2024
Q1
$207K
Buy
+5,208
New
+$199K
0.01%
625
2023
Q2
–
Sell
-23,231
Closed
-$820K
–
640
2023
Q1
$820K
Sell
23,231
-28,036
-55%
-$963K
0.06%
325
2022
Q4
$1.66M
Sell
51,267
-4,151
-7%
-$129K
0.14%
203
2022
Q3
$1.54M
Buy
55,418
+3,773
+7%
+$117K
0.16%
183
2022
Q2
$1.6M
Sell
51,645
-51,583
-50%
-$1.73M
0.14%
185
2022
Q1
$3.81M
Buy
103,228
+80,193
+348%
+$2.97M
0.31%
84
2021
Q4
$907K
Buy
23,035
+1,092
+5%
+$42.8K
0.07%
297
2021
Q3
$831K
Buy
21,943
+4,014
+22%
+$159K
0.07%
280
2021
Q2
$691K
Buy
+17,929
New
+$692K
0.06%
296
Other funds holding IQLT
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$173B AUM
20.72%
1-Year Est. Return
Envestnet Asset Management
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$374B AUM
17.66%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
TIAA Trust, National Association
Charlotte, North Carolina
$1.65B AUM
16.63%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Mercer Global Advisors
Denver, Colorado
$67.6B AUM
18.3%
1-Year Est. Return
Cerity Partners
New York
$70.5B AUM
21.68%
1-Year Est. Return
CIA
Capital Investment Advisors
Atlanta, Georgia
$6.84B AUM
17.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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