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