LWM
LongView 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 | $7.12M | Buy |
164,684
+3,160
| +2% | +$137K | 2.15% | 10 |
|
|
2025
Q1 | $6.41M | Sell |
161,524
-11,228
| -6% | -$446K | 1.92% | 12 |
|
|
2024
Q4 | $6.41M | Buy |
172,752
+37,082
| +27% | +$1.38M | 1.95% | 11 |
|
|
2024
Q3 | $5.63M | Buy |
135,670
+11,016
| +9% | +$457K | 1.8% | 14 |
|
|
2024
Q2 | $4.87M | Buy |
124,654
+13,150
| +12% | +$514K | 1.8% | 14 |
|
|
2024
Q1 | $4.42M | Buy |
111,504
+5,990
| +6% | +$238K | 1.75% | 15 |
|
|
2023
Q4 | $3.88M | Buy |
+105,514
| New | +$3.88M | 1.73% | 15 |
|