SMWM
Silvia McColl Wealth Management’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.39M | Sell |
55,356
-2,563
| -4% | -$111K | 1.74% | 13 |
|
2025
Q1 | $2.3M | Sell |
57,919
-55
| -0.1% | -$2.18K | 1.74% | 12 |
|
2024
Q4 | $2.15M | Buy |
57,974
+6,394
| +12% | +$237K | 1.61% | 13 |
|
2024
Q3 | $2.14M | Buy |
51,580
+8,570
| +20% | +$356K | 1.6% | 13 |
|
2024
Q2 | $1.68M | Buy |
43,010
+1,947
| +5% | +$76K | 1.39% | 16 |
|
2024
Q1 | $1.59M | Sell |
41,063
-1,758
| -4% | -$68.2K | 1.37% | 16 |
|
2023
Q4 | $1.61M | Buy |
42,821
+3,095
| +8% | +$116K | 1.45% | 15 |
|
2023
Q3 | $1.34M | Buy |
39,726
+4,639
| +13% | +$156K | 1.34% | 18 |
|
2023
Q2 | $1.25M | Buy |
35,087
+264
| +0.8% | +$9.4K | 1.16% | 18 |
|
2023
Q1 | $1.23M | Buy |
34,823
+22,500
| +183% | +$794K | 1.22% | 18 |
|
2022
Q4 | $399K | Buy |
+12,323
| New | +$399K | 0.39% | 63 |
|