MPW
MA Private Wealth’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.02M | Hold |
30,890
| – | – | 0.18% | 48 |
|
2025
Q1 | $936K | Buy |
30,890
+18,224
| +144% | +$552K | 0.18% | 47 |
|
2024
Q4 | $343K | Buy |
12,666
+273
| +2% | +$7.4K | 0.06% | 61 |
|
2024
Q3 | $366K | Buy |
12,393
+1,085
| +10% | +$32K | 0.07% | 60 |
|
2024
Q2 | $310K | Hold |
11,308
| – | – | 0.06% | 65 |
|
2024
Q1 | $319K | Buy |
11,308
+3,480
| +44% | +$98.2K | 0.06% | 56 |
|
2023
Q4 | $208K | Buy |
+7,828
| New | +$208K | 0.04% | 74 |
|