Milestone Investment Advisors’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.84M | Buy |
88,853
+527
| +0.6% | +$22.8K | 1% | 31 |
|
2025
Q1 | $3.51M | Sell |
88,326
-34,558
| -28% | -$1.37M | 0.97% | 31 |
|
2024
Q4 | $4.56M | Sell |
122,884
-9,476
| -7% | -$352K | 1.24% | 25 |
|
2024
Q3 | $5.49M | Sell |
132,360
-220
| -0.2% | -$9.13K | 1.54% | 19 |
|
2024
Q2 | $5.18M | Sell |
132,580
-18,463
| -12% | -$721K | 1.38% | 21 |
|
2024
Q1 | $5.99M | Sell |
151,043
-3,249
| -2% | -$129K | 1.62% | 18 |
|
2023
Q4 | $5.8M | Sell |
154,292
-9,743
| -6% | -$366K | 1.68% | 19 |
|
2023
Q3 | $5.51M | Buy |
164,035
+14,343
| +10% | +$482K | 1.57% | 20 |
|
2023
Q2 | $5.33M | Buy |
149,692
+40,385
| +37% | +$1.44M | 1.65% | 18 |
|
2023
Q1 | $3.86M | Buy |
109,307
+73,334
| +204% | +$2.59M | 1.19% | 21 |
|
2022
Q4 | $1.17M | Buy |
+35,973
| New | +$1.17M | 0.41% | 37 |
|