EverSource 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 | $123K | Sell |
2,836
-700
| -20% | -$30.3K | 0.01% | 1082 |
|
|
2025
Q1 | $140K | Sell |
3,536
-457
| -11% | -$18.1K | 0.01% | 786 |
|
|
2024
Q4 | $148K | Buy |
3,993
+534
| +15% | +$19.8K | 0.01% | 771 |
|
|
2024
Q3 | $144K | Sell |
3,459
-600
| -15% | -$24.9K | 0.01% | 669 |
|
|
2024
Q2 | $160K | Buy |
4,059
+62
| +2% | +$2.45K | 0.01% | 636 |
|
|
2024
Q1 | $151K | Sell |
3,997
-674
| -14% | -$25.5K | 0.01% | 576 |
|
|
2023
Q4 | $175K | Hold |
4,671
| – | – | 0.02% | 468 |
|
|
2023
Q3 | $157K | Buy |
4,671
+85
| +2% | +$2.86K | 0.02% | 454 |
|
|
2023
Q2 | $163K | Buy |
+4,586
| New | +$163K | 0.02% | 445 |
|