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Summit X LLC’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Summit X LLC’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
2022
Q2 		– Sell
-12,911
Closed -$477K – 261
2022
Q1 		$477K Buy
12,911
+744
+6% +$27.5K 0.12% 170
2021
Q4 		$483K Buy
12,167
+349
+3% +$13.7K 0.11% 174
2021
Q3 		$450K Buy
+11,818
New +$467K 0.11% 180

Other funds holding IQLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Summit X LLC's IQLT Position: Q2 2022 in Review

Summit X LLC sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q2 2022, closing a stake of 12,911 shares — an estimated $477K sold.

Summit X LLC first reported a position in IQLT in Q3 2021 and held it in 3 quarters. The position peaked at $483K in Q4 2021. 318 funds tracked by Wall St. Rank hold IQLT as of Q2 2022.

  • Summit X LLC reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q2 2022 after selling out during the quarter.
  • Summit X LLC sold 12,911 iShares MSCI Intl Quality Factor ETF shares in Q2 2022, an estimated $477K.
  • Summit X LLC first reported a position in iShares MSCI Intl Quality Factor ETF in Q3 2021 and held it in 3 quarters.
  • Summit X LLC's iShares MSCI Intl Quality Factor ETF position peaked at $483K in Q4 2021.
  • 318 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2022.

Based on Summit X LLC's 13F filing for Q2 2022, filed 12 Aug 2022.