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Whittier Trust’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Whittier Trust’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
2019
Q4 		– Sell
-3,380
Closed -$100K – 1554
2019
Q3 		$100K Buy
+3,380
New +$99.9K ﹤0.01% 695

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $387M AUM 84.69% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Whittier Trust's IQLT Position: Q4 2019 in Review

Whittier Trust sold out of iShares MSCI Intl Quality Factor ETF (IQLT) in Q4 2019, closing a stake of 3,380 shares — an estimated $100K sold.

Whittier Trust first reported a position in IQLT in Q3 2019 and held it in 1 quarter. The position peaked at $100K in Q3 2019. 117 funds tracked by Wall St. Rank hold IQLT as of Q4 2019.

  • Whittier Trust reported no remaining iShares MSCI Intl Quality Factor ETF position as of Q4 2019 after selling out during the quarter.
  • Whittier Trust sold 3,380 iShares MSCI Intl Quality Factor ETF shares in Q4 2019, an estimated $100K.
  • Whittier Trust first reported a position in iShares MSCI Intl Quality Factor ETF in Q3 2019 and held it in 1 quarter.
  • Whittier Trust's iShares MSCI Intl Quality Factor ETF position peaked at $100K in Q3 2019.
  • 117 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q4 2019.

Based on Whittier Trust's 13F filing for Q4 2019, filed 31 Jan 2020.