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Sunesis Advisors’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Sunesis Advisors’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
Q1 		– Sell
-26,515
Closed -$996K – 64
2023
Q4 		$996K Hold
26,515
– – 0.61% 29
2023
Q3 		$891K Buy
+26,515
New +$930K 0.63% 26
2023
Q1 		$936K Buy
+26,515
New +$911K 0.67% 25

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

Sunesis Advisors's IQLT Position: Q1 2024 in Review

Sunesis Advisors sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q1 2024, closing a stake of 26,515 shares — an estimated $996K sold.

Sunesis Advisors first reported a position in IQLT in Q1 2023 and held it in 3 quarters. The position peaked at $996K in Q4 2023. 455 funds tracked by Wall St. Rank hold IQLT as of Q1 2024.

  • Sunesis Advisors reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q1 2024 after selling out during the quarter.
  • Sunesis Advisors sold 26,515 iShares MSCI Intl Quality Factor ETF shares in Q1 2024, an estimated $996K.
  • Sunesis Advisors first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2023 and held it in 3 quarters.
  • Sunesis Advisors's iShares MSCI Intl Quality Factor ETF position peaked at $996K in Q4 2023.
  • 455 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2024.

Based on Sunesis Advisors's 13F filing for Q1 2024, filed 29 Apr 2024.