Surevest, LLC Ishares Msci Intl Quality Fact Transaction History

Surevest, LLC

$368 Million
Q3 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 16, 2020	SELL	$22.29 - $32.88 $176,915 - $260,968	-7,937 Closed	0 $0
Q4 2018 Feb 20, 2019	BUY	$24.9 - $29.69 $197,631 - $235,649	7,937 New	7,937 $205,000

Others Institutions Holding IQLT

# of Institutions

522

Shares Held

197M

Call Options Held

0

Put Options Held

0

Pnc Financial Services Group, Inc. Pittsburgh, PA

30.5M
Shares

$1.16 Billion
0.81% of portfolio
Envestnet Asset Management Inc

17.8M
Shares

$676 Million
0.25% of portfolio
Bank Of America Corp Charlotte, NC

7.95M
Shares

$301 Million
0.03% of portfolio
Tiaa, Fsb St. Louis, MO

6.73M
Shares

$255 Million
0.87% of portfolio
Ameriprise Financial Inc Minneapolis, MN

6.35M
Shares

$241 Million
0.07% of portfolio

About ISHARES MSCI INTL QUALITY FACT

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