UWM
USAdvisors 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 | $7.78M | Buy |
179,918
+1,922
| +1% | +$83.1K | 2.89% | 7 |
|
2025
Q1 | $7.06M | Sell |
177,996
-1,643
| -0.9% | -$65.2K | 2.46% | 8 |
|
2024
Q4 | $6.67M | Sell |
179,639
-25,098
| -12% | -$932K | 2.17% | 10 |
|
2024
Q3 | $8.52M | Buy |
204,737
+8,030
| +4% | +$334K | 2.98% | 6 |
|
2024
Q2 | $7.68M | Buy |
196,707
+8,127
| +4% | +$317K | 2.7% | 7 |
|
2024
Q1 | $7.49M | Buy |
188,580
+5,869
| +3% | +$233K | 2.83% | 5 |
|
2023
Q4 | $6.86M | Buy |
182,711
+23,093
| +14% | +$867K | 2.85% | 6 |
|
2023
Q3 | $5.36M | Buy |
159,618
+7,262
| +5% | +$244K | 2.39% | 12 |
|
2023
Q2 | $5.42M | Buy |
152,356
+36,994
| +32% | +$1.32M | 2.57% | 9 |
|
2023
Q1 | $4.07M | Buy |
115,362
+8,738
| +8% | +$308K | 1.94% | 16 |
|
2022
Q4 | $3.45M | Buy |
106,624
+6,982
| +7% | +$226K | 1.67% | 22 |
|
2022
Q3 | $2.77M | Buy |
99,642
+3,644
| +4% | +$101K | 1.42% | 26 |
|
2022
Q2 | $2.97M | Buy |
95,998
+5,501
| +6% | +$170K | 1.49% | 25 |
|
2022
Q1 | $3.34M | Buy |
90,497
+40,349
| +80% | +$1.49M | 1.42% | 23 |
|
2021
Q4 | $1.98M | Sell |
50,148
-21,706
| -30% | -$855K | 0.8% | 29 |
|
2021
Q3 | $2.72M | Buy |
71,854
+17,534
| +32% | +$664K | 1.18% | 25 |
|
2021
Q2 | $2.09M | Buy |
54,320
+1,668
| +3% | +$64.3K | 1.14% | 26 |
|
2021
Q1 | $1.92M | Sell |
52,652
-19,896
| -27% | -$725K | 0.93% | 29 |
|
2020
Q4 | $2.55M | Buy |
72,548
+20,806
| +40% | +$731K | 1.22% | 23 |
|
2020
Q3 | $1.62K | Buy |
51,742
+1,264
| +3% | +$40 | 0.25% | 29 |
|
2020
Q2 | $1.48M | Buy |
50,478
+4,994
| +11% | +$147K | 0.79% | 27 |
|
2020
Q1 | $1.18M | Buy |
45,484
+22,404
| +97% | +$579K | 0.73% | 32 |
|
2019
Q4 | $745K | Buy |
+23,080
| New | +$745K | 0.39% | 39 |
|