Syverson Strege & Co’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Syverson Strege & Co’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
2023 Q2	–	Sell	-672	Closed	-$23.7K	–	332
2023 Q1	$23.7K	Hold	672	–	–	0.01%	178
2022 Q4	$21.8K	Buy	672 +6	+0.9%	+$186	0.01%	169
2022 Q3	$18K	Hold	666	–	–	0.01%	164
2022 Q2	$21K	Buy	666 +15	+2%	+$504	0.01%	183
2022 Q1	$24K	Hold	651	–	–	0.03%	161
2021 Q4	$26K	Buy	651 +7	+1%	+$274	0.02%	164
2021 Q3	$24K	Buy	+644	New	+$25.5K	0.02%	177

Other funds holding IQLT

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

Syverson Strege & Co's IQLT Position: Q2 2023 in Review

Syverson Strege & Co sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q2 2023, closing a stake of 672 shares — an estimated $23.7K sold.

Syverson Strege & Co first reported a position in IQLT in Q3 2021 and held it in 7 quarters. The position peaked at $26K in Q4 2021. 388 funds tracked by Wall St. Rank hold IQLT as of Q2 2023.

Syverson Strege & Co reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 672 iShares MSCI Intl Quality Factor ETF shares in Q2 2023, an estimated $23.7K.
Syverson Strege & Co first reported a position in iShares MSCI Intl Quality Factor ETF in Q3 2021 and held it in 7 quarters.
Syverson Strege & Co's iShares MSCI Intl Quality Factor ETF position peaked at $26K in Q4 2021.
388 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.