BSW
Buckingham Strategic Wealth’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $18.3M | Sell |
668,393
-13,154
| -2% | -$361K | 0.19% | 67 |
|
|
2024
Q1 | $19.2M | Sell |
681,547
-7,064
| -1% | -$199K | 0.2% | 65 |
|
|
2023
Q4 | $18.3M | Buy |
688,611
+72,945
| +12% | +$1.93M | 0.22% | 64 |
|
|
2023
Q3 | $15.6M | Sell |
615,666
-25,255
| -4% | -$640K | 0.22% | 54 |
|
|
2023
Q2 | $16.3M | Buy |
640,921
+54,797
| +9% | +$1.39M | 0.23% | 55 |
|
|
2023
Q1 | $13.6M | Hold |
586,124
| – | – | 0.25% | 54 |
|
|
2022
Q4 | $13.6M | Buy |
586,124
+28,298
| +5% | +$656K | 0.25% | 54 |
|
|
2022
Q3 | $11M | Buy |
557,826
+234,766
| +73% | +$4.64M | 0.22% | 54 |
|
|
2022
Q2 | $7.17M | Buy |
323,060
+242,322
| +300% | +$5.37M | 0.14% | 85 |
|
|
2022
Q1 | $2.06M | Buy |
80,738
+46,359
| +135% | +$1.18M | 0.04% | 177 |
|
|
2021
Q4 | $875K | Buy |
+34,379
| New | +$875K | 0.02% | 273 |
|