My Personal CFO LLC’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
$2.58M Buy
59,711
+4,511
+8% +$195K 1.17% 23
2025
Q1
$2.19M Hold
55,200
1.1% 25
2024
Q4
$2.05M Buy
55,200
+9,272
+20% +$344K 1.05% 28
2024
Q3
$1.91M Buy
45,928
+118
+0.3% +$4.9K 1.04% 30
2024
Q2
$1.79M Buy
45,810
+7,871
+21% +$307K 0.96% 28
2024
Q1
$1.5M Sell
37,939
-500
-1% -$19.8K 0.87% 33
2023
Q4
$1.44M Buy
38,439
+10,622
+38% +$399K 0.94% 28
2023
Q3
$935K Hold
27,817
0.76% 36
2023
Q2
$990K Buy
27,817
+12
+0% +$427 0.78% 34
2023
Q1
$982K Buy
27,805
+25,805
+1,290% +$911K 0.84% 32
2022
Q4
$577K Buy
2,000
+3
+0.2% +$865 0.53% 40
2022
Q3
$220K Sell
1,997
-23,960
-92% -$2.64M 0.33% 55
2022
Q2
$803K Buy
25,957
+20
+0.1% +$619 1.03% 25
2022
Q1
$956K Sell
25,937
-9,000
-26% -$332K 0.99% 25
2021
Q4
$1.38M Buy
+34,937
New +$1.38M 1.2% 21