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SYSTM Wealth Solutions’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

SYSTM Wealth Solutions’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
Q3 		$3.56K Sell
86
-57
-40% -$2.27K 0.11% 46
2024
Q2 		$5.58K Buy
143
+2
+1% +$78 ﹤0.01% 555
2024
Q1 		$5.57K Sell
141
-1,170
-89% -$44.6K ﹤0.01% 827
2023
Q4 		$49.2K Buy
+1,311
New +$45.7K 0.01% 586

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
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
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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

SYSTM Wealth Solutions's IQLT Position: Q3 2024 in Review

SYSTM Wealth Solutions reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 40% in Q3 2024, selling an estimated $2.27K and leaving 86 shares worth $3.56K. The position accounts for 0.11% of the portfolio, ranked #46.

SYSTM Wealth Solutions first reported a position in IQLT in Q4 2023 and has held it in 4 quarters since. The position peaked at $49.2K in Q4 2023. 502 funds tracked by Wall St. Rank hold IQLT as of Q3 2024.

  • SYSTM Wealth Solutions held 86 shares of iShares MSCI Intl Quality Factor ETF worth $3.56K as of Q3 2024.
  • SYSTM Wealth Solutions sold 57 iShares MSCI Intl Quality Factor ETF shares in Q3 2024, an estimated $2.27K.
  • iShares MSCI Intl Quality Factor ETF made up 0.11% of SYSTM Wealth Solutions's portfolio in Q3 2024, its #46 holding.
  • SYSTM Wealth Solutions first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2023 and has held it in 4 quarters since.
  • SYSTM Wealth Solutions's iShares MSCI Intl Quality Factor ETF position peaked at $49.2K in Q4 2023.
  • 502 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.