Palo Alto Wealth 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 | $4.12M | Buy |
95,354
+1,553
| +2% | +$67.1K | 1.56% | 15 |
|
|
2025
Q1 | $3.94M | Buy |
93,801
+3,608
| +4% | +$152K | 1.54% | 15 |
|
|
2024
Q4 | $3.35M | Buy |
90,193
+29,560
| +49% | +$1.1M | 1.17% | 14 |
|
|
2024
Q3 | $2.43M | Buy |
60,633
+600
| +1% | +$24.1K | 1.01% | 15 |
|
|
2024
Q2 | $2.34M | Buy |
60,033
+2,011
| +3% | +$78.5K | 1.62% | 13 |
|
|
2024
Q1 | $2.3M | Sell |
58,022
-6,566
| -10% | -$260K | 1.62% | 13 |
|
|
2023
Q4 | $2.43M | Sell |
64,588
-12
| -0% | -$451 | 1.83% | 12 |
|
|
2023
Q3 | $2.17M | Sell |
64,600
-3,230
| -5% | -$109K | 1.81% | 13 |
|
|
2023
Q2 | $2.41M | Sell |
67,830
-6,120
| -8% | -$218K | 1.93% | 13 |
|
|
2023
Q1 | $2.61M | Sell |
73,950
-3,648
| -5% | -$129K | 2.09% | 14 |
|
|
2022
Q4 | $2.51M | Buy |
+77,598
| New | +$2.51M | 2.14% | 15 |
|