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

Wealth Advisory 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
2020 Q4	–	Sell	-99,645	Closed	-$3.12M	–	181
2020 Q3	$3.12M	Sell	99,645 -3,275	-3%	-$102K	0.83%	38
2020 Q2	$3.03M	Buy	102,920 +9,922	+11%	+$277K	0.84%	40
2020 Q1	$2.4M	Buy	92,998 +4,506	+5%	+$135K	0.82%	40
2019 Q4	$2.86M	Buy	+88,492	New	+$2.74M	0.75%	41

Other funds holding IQLT

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealth Advisory Solutions's IQLT Position: Q4 2020 in Review

Wealth Advisory Solutions sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q4 2020, closing a stake of 99,645 shares — an estimated $3.12M sold.

Wealth Advisory Solutions first reported a position in IQLT in Q4 2019 and held it in 4 quarters. The position peaked at $3.12M in Q3 2020. 201 funds tracked by Wall St. Rank hold IQLT as of Q4 2020.

Wealth Advisory Solutions reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q4 2020 after selling out during the quarter.
Wealth Advisory Solutions sold 99,645 iShares MSCI Intl Quality Factor ETF shares in Q4 2020, an estimated $3.12M.
Wealth Advisory Solutions first reported a position in iShares MSCI Intl Quality Factor ETF in Q4 2019 and held it in 4 quarters.
Wealth Advisory Solutions's iShares MSCI Intl Quality Factor ETF position peaked at $3.12M in Q3 2020.
201 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q4 2020.

Based on Wealth Advisory Solutions's 13F filing for Q4 2020, filed 28 Jan 2021.