Summit Wealth Partners’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Sell |
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|
2025
Q1 | $10.4M | Sell |
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|
2024
Q4 | $9.86M | Sell |
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|
2024
Q3 | $12M | Sell |
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|
2024
Q2 | $11.5M | Sell |
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|
2024
Q1 | $12.7M | Sell |
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|
2023
Q4 | $12.1M | Buy |
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|
2023
Q3 | $10.8M | Buy |
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|
2023
Q2 | $11.1M | Sell |
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|
2023
Q1 | $11M | Sell |
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|
2022
Q4 | $10.5M | Sell |
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|
2022
Q3 | $9.23M | Sell |
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|
2022
Q2 | $10.4M | Sell |
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|
2022
Q1 | $14.1M | Buy |
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|
2021
Q4 | $14.6M | Buy |
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|
2021
Q3 | $13.3M | Buy |
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|
2021
Q2 | $12.4M | Buy |
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|
2021
Q1 | $376K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $308K | Sell |
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|
2019
Q4 | $510K | Buy |
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