Weaver Consulting Group’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Weaver Consulting Group’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	-652	Closed	-$20K	–	499
2020 Q3	$20K	Hold	652	–	–	0.01%	397
2020 Q2	$19K	Hold	652	–	–	0.01%	392
2020 Q1	$17K	Hold	652	–	–	0.01%	353
2019 Q4	$19K	Hold	652	–	–	0.01%	371
2019 Q3	$19K	Hold	652	–	–	0.01%	359
2019 Q2	$20K	Hold	652	–	–	0.01%	341
2019 Q1	$19K	Buy	+652	New	+$18.2K	0.01%	751

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

Weaver Consulting Group's IQLT Position: Q4 2020 in Review

Weaver Consulting Group sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q4 2020, closing a stake of 652 shares — an estimated $20K sold.

Weaver Consulting Group first reported a position in IQLT in Q1 2019 and held it in 7 quarters. The position peaked at $20K in Q3 2020. 201 funds tracked by Wall St. Rank hold IQLT as of Q4 2020.

Weaver Consulting Group reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q4 2020 after selling out during the quarter.
Weaver Consulting Group sold 652 iShares MSCI Intl Quality Factor ETF shares in Q4 2020, an estimated $20K.
Weaver Consulting Group first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2019 and held it in 7 quarters.
Weaver Consulting Group's iShares MSCI Intl Quality Factor ETF position peaked at $20K in Q3 2020.
201 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.