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WealthShield Partners’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

WealthShield Partners’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
-81
Closed -$2.86K – 492
2023
Q1 		$2.86K Buy
+81
New +$2.78K ﹤0.01% 470

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

WealthShield Partners's IQLT Position: Q2 2023 in Review

WealthShield Partners sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q2 2023, closing a stake of 81 shares — an estimated $2.86K sold.

WealthShield Partners first reported a position in IQLT in Q1 2023 and held it in 1 quarter. The position peaked at $2.86K in Q1 2023. 387 funds tracked by Wall St. Rank hold IQLT as of Q2 2023.

  • WealthShield Partners reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q2 2023 after selling out during the quarter.
  • WealthShield Partners sold 81 iShares MSCI Intl Quality Factor ETF shares in Q2 2023, an estimated $2.86K.
  • WealthShield Partners first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2023 and held it in 1 quarter.
  • WealthShield Partners's iShares MSCI Intl Quality Factor ETF position peaked at $2.86K in Q1 2023.
  • 387 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q2 2023.

Based on WealthShield Partners's 13F filing for Q2 2023, filed 3 Aug 2023.