Carson Wealth (CWM LLC)’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $94K | Buy |
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|
2025
Q2 | $71K | Buy |
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|
2025
Q1 | $51K | Sell |
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|
2024
Q4 | $340K | Buy |
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|
2024
Q3 | $34K | Sell |
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|
2024
Q2 | $253K | Sell |
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|
2024
Q1 | $394K | Buy |
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|
2023
Q4 | $372K | Buy |
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|
2023
Q3 | $332K | Buy |
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|
2023
Q2 | $327K | Sell |
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|
2023
Q1 | $404K | Sell |
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|
2022
Q4 | $13.7M | Buy |
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|
2022
Q3 | $11.3M | Buy |
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|
2022
Q2 | $11.7M | Sell |
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|
2022
Q1 | $19.1M | Buy |
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|
2021
Q4 | $16.2M | Buy |
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|
2021
Q2 | $6.68M | Hold |
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|
2021
Q1 | $6.68M | Hold |
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|
2020
Q4 | $6.68M | Hold |
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|
2020
Q3 | $6.68M | Hold |
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|
2020
Q2 | $6.68M | Hold |
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|
2020
Q1 | $6.68M | Hold |
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|
2019
Q4 | $6.68M | Hold |
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|
2019
Q3 | $6.68M | Hold |
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|
2019
Q2 | $6.68M | Hold |
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|
2019
Q1 | $6.68M | Buy |
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|
2018
Q4 | $135K | Buy |
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|
2018
Q3 | $130K | Buy |
|