CLA (CliftonLarsonAllen) Wealth Advisors’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 | $28.4M | Sell |
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2025
Q2 | $30.6M | Sell |
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2025
Q1 | $32.9M | Buy |
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2024
Q4 | $2.38M | Sell |
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2024
Q3 | $2.73M | Sell |
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2024
Q2 | $2.63M | Sell |
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2024
Q1 | $2.69M | Sell |
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2023
Q4 | $2.87M | Sell |
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2023
Q3 | $2.6M | Sell |
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2023
Q2 | $2.84M | Hold |
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2023
Q1 | $2.82M | Sell |
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2022
Q4 | $2.67M | Sell |
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2022
Q3 | $2.59M | Sell |
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2022
Q2 | $3.75M | Sell |
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2022
Q1 | $4.96M | Sell |
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2021
Q4 | $8.71M | Sell |
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2021
Q3 | $8.74M | Sell |
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2021
Q2 | $10.8M | Sell |
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2021
Q1 | $14M | Sell |
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2020
Q4 | $48.9M | Buy |
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2020
Q3 | $35.3M | Buy |
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2020
Q2 | $28.8M | Buy |
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