Sequoia Financial 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 | $11.1M | Sell |
256,806
-44,760
| -15% | -$1.93M | 0.08% | 178 |
|
2025
Q1 | $12M | Buy |
301,566
+128,478
| +74% | +$5.1M | 0.09% | 171 |
|
2024
Q4 | $6.43M | Buy |
+173,088
| New | +$6.43M | 0.06% | 226 |
|
2024
Q3 | – | Sell |
-6,581
| Closed | -$257K | – | 1306 |
|
2024
Q2 | $257K | Hold |
6,581
| – | – | ﹤0.01% | 958 |
|
2024
Q1 | $261K | Sell |
6,581
-298
| -4% | -$11.8K | ﹤0.01% | 922 |
|
2023
Q4 | $258K | Buy |
+6,879
| New | +$258K | ﹤0.01% | 987 |
|