MWA
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Mills Wealth Advisors’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-10,260
Closed -$365K 50
2023
Q2
$365K Buy
10,260
+6
+0.1% +$214 0.28% 33
2023
Q1
$362K Sell
10,254
-3,970
-28% -$140K 0.29% 34
2022
Q4
$461K Buy
+14,224
New +$461K 0.42% 39