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

Valeo Financial 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
Q2 		– Sell
-32
Closed -$1K – 1150
2021
Q1 		$1K Buy
+32
New +$1.16K ﹤0.01% 1895
2020
Q3 		– Sell
-924
Closed -$27K – 1860
2020
Q2 		$27K Buy
+924
New +$25.8K ﹤0.01% 952

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Valeo Financial Advisors's IQLT Position: Q2 2021 in Review

Valeo Financial Advisors sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q2 2021, closing a stake of 32 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in IQLT in Q2 2020 and held it in 2 quarters. The position peaked at $27K in Q2 2020. 243 funds tracked by Wall St. Rank hold IQLT as of Q2 2021.

  • Valeo Financial Advisors reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 32 iShares MSCI Intl Quality Factor ETF shares in Q2 2021, an estimated $1K.
  • Valeo Financial Advisors first reported a position in iShares MSCI Intl Quality Factor ETF in Q2 2020 and held it in 2 quarters.
  • Valeo Financial Advisors's iShares MSCI Intl Quality Factor ETF position peaked at $27K in Q2 2020.
  • 243 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.