Morling Financial Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.1K | Hold |
397
| – | – | ﹤0.01% | 91 |
|
|
2025
Q1 | $12K | Hold |
397
| – | – | ﹤0.01% | 110 |
|
|
2024
Q4 | $10.8K | Hold |
397
| – | – | ﹤0.01% | 111 |
|
|
2024
Q3 | $11.7K | Hold |
397
| – | – | ﹤0.01% | 90 |
|
|
2024
Q2 | $10.9K | Sell |
397
-5,418
| -93% | -$149K | ﹤0.01% | 80 |
|
|
2024
Q1 | $164K | Buy |
+5,815
| New | +$164K | 0.09% | 65 |
|