BWA
Burt Wealth Advisors’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $540K | Buy |
12,489
+689
| +6% | +$29.8K | 0.12% | 68 |
|
|
2025
Q1 | $468K | Sell |
11,800
-95
| -0.8% | -$3.77K | 0.12% | 64 |
|
|
2024
Q4 | $442K | Hold |
11,895
| – | – | 0.11% | 68 |
|
|
2024
Q3 | $494K | Hold |
11,895
| – | – | 0.12% | 64 |
|
|
2024
Q2 | $465K | Hold |
11,895
| – | – | 0.12% | 64 |
|
|
2024
Q1 | $472K | Hold |
11,895
| – | – | 0.12% | 70 |
|
|
2023
Q4 | $447K | Sell |
11,895
-100
| -0.8% | -$3.76K | 0.13% | 62 |
|
|
2023
Q3 | $403K | Hold |
11,995
| – | – | 0.12% | 62 |
|
|
2023
Q2 | $427K | Hold |
11,995
| – | – | 0.13% | 63 |
|
|
2023
Q1 | $423K | Hold |
11,995
| – | – | 0.13% | 62 |
|
|
2022
Q4 | $389K | Buy |
+11,995
| New | +$389K | 0.13% | 68 |
|
|
2021
Q1 | – | Sell |
-978
| Closed | -$35K | – | 219 |
|
|
2020
Q4 | $35K | Hold |
978
| – | – | 0.01% | 204 |
|
|
2020
Q3 | $31K | Hold |
978
| – | – | 0.01% | 212 |
|
|
2020
Q2 | $29K | Sell |
978
-463
| -32% | -$13.7K | 0.01% | 211 |
|
|
2020
Q1 | $37K | Buy |
+1,441
| New | +$37K | 0.02% | 188 |
|