IQ EQ Fund Management’s Morningstar MORN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$721K Hold
2025
Q2
$975K Buy
2025
Q1
$854K Hold
2024
Q4
$959K Sell
2024
Q3
$940K Hold
2024
Q2
$872K Sell
2024
Q1
$1.13M Buy
2023
Q4
$857K Sell
2023
Q3
$827K Sell
2023
Q2
$1.11M Sell
2023
Q1
$1.22M Hold
2022
Q4
$1.3M Hold
2022
Q3
$1.28M Sell
2022
Q2
$1.51M Hold
2022
Q1
$1.71M Buy
2021
Q4
$1.69M Buy
2021
Q3
$1.05M Buy