WR Wealth Planners’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

WR Wealth Planners’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
2024 Q4	$1.34K	Hold	36	–	–	﹤0.01%	902
2024 Q3	$1.49K	Hold	36	–	–	﹤0.01%	940
2024 Q2	$1.41K	Hold	36	–	–	﹤0.01%	929
2024 Q1	$1.43K	Buy	+36	New	+$1.37K	﹤0.01%	926
2023 Q4	–	Sell	-90	Closed	-$3.02K	–	515
2023 Q3	$3.02K	Hold	90	–	–	﹤0.01%	730
2023 Q2	$3.2K	Sell	90 -533	-86%	-$19K	﹤0.01%	729
2023 Q1	$22K	Hold	623	–	–	0.01%	417
2022 Q4	$20.2K	Hold	623	–	–	0.01%	218
2022 Q3	$17.3K	Hold	623	–	–	0.01%	214
2022 Q2	$19.3K	Buy	623 +16	+3%	+$538	0.01%	231
2022 Q1	$22.4K	Buy	+607	New	+$22.5K	0.01%	221

Other funds holding IQLT

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

WR Wealth Planners's IQLT Position: Q4 2024 in Review

WR Wealth Planners held its iShares MSCI Intl Quality Factor ETF (IQLT) position steady in Q4 2024 at 36 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #902.

WR Wealth Planners first reported a position in IQLT in Q1 2022 and has held it in 11 quarters since. The position peaked at $22.4K in Q1 2022. 520 funds tracked by Wall St. Rank hold IQLT as of Q4 2024.

WR Wealth Planners held 36 shares of iShares MSCI Intl Quality Factor ETF worth $1.34K as of Q4 2024.
WR Wealth Planners left its iShares MSCI Intl Quality Factor ETF share count unchanged in Q4 2024.
iShares MSCI Intl Quality Factor ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #902 holding.
WR Wealth Planners first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's iShares MSCI Intl Quality Factor ETF position peaked at $22.4K in Q1 2022.
520 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.