CTWM
Cherry Tree Wealth Management’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 | $191K | Hold |
4,424
| – | – | 0.04% | 161 |
|
|
2025
Q1 | $176K | Buy |
4,424
+1,451
| +49% | +$57.6K | 0.04% | 167 |
|
|
2024
Q4 | $110K | Hold |
2,973
| – | – | 0.03% | 200 |
|
|
2024
Q3 | $123K | Hold |
2,973
| – | – | 0.03% | 197 |
|
|
2024
Q2 | $116K | Buy |
2,973
+126
| +4% | +$4.92K | 0.03% | 189 |
|
|
2024
Q1 | $113K | Buy |
2,847
+420
| +17% | +$16.7K | 0.03% | 193 |
|
|
2023
Q4 | $91.2K | Buy |
2,427
+87
| +4% | +$3.27K | 0.02% | 205 |
|
|
2023
Q3 | $78.6K | Buy |
2,340
+2,224
| +1,917% | +$74.7K | 0.02% | 203 |
|
|
2023
Q2 | $4.13K | Buy |
+116
| New | +$4.13K | ﹤0.01% | 429 |
|