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

TCI Wealth 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
2021
Q4 		– Sell
-149
Closed -$6K – 2405
2021
Q3 		$6K Buy
+149
New +$5.89K ﹤0.01% 1468
2019
Q4 		– Sell
-412
Closed -$12K – 1607
2019
Q3 		$12K Buy
+412
New +$12.2K 0.01% 595

Other funds holding IQLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TCI Wealth Advisors's IQLT Position: Q4 2021 in Review

TCI Wealth Advisors sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q4 2021, closing a stake of 149 shares — an estimated $6K sold.

TCI Wealth Advisors first reported a position in IQLT in Q3 2019 and held it in 2 quarters. The position peaked at $12K in Q3 2019. 302 funds tracked by Wall St. Rank hold IQLT as of Q4 2021.

  • TCI Wealth Advisors reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q4 2021 after selling out during the quarter.
  • TCI Wealth Advisors sold 149 iShares MSCI Intl Quality Factor ETF shares in Q4 2021, an estimated $6K.
  • TCI Wealth Advisors first reported a position in iShares MSCI Intl Quality Factor ETF in Q3 2019 and held it in 2 quarters.
  • TCI Wealth Advisors's iShares MSCI Intl Quality Factor ETF position peaked at $12K in Q3 2019.
  • 302 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q4 2021.

Based on TCI Wealth Advisors's 13F filing for Q4 2021, filed 24 Jan 2022.