In short: Held, not transacted. 10.7% of the American ETF portfolio, combining the quality and size factors. Two purchases (January and July 2024) now +23.11% and +13.63%.
In short: Disclosed holding, not re-rated. 11.3% of the American book and one of its weaker lines at roughly +8%. Two purchases: January 2024 at $89.4 (+12.60%) and July 2024 at $96.9 (+3.92%), marked at $100.66. Its paired non-American line (the iShares Edge MSCI World Multifactor ETF) is at roughly +29% — the largest paired gap in the book after small-cap.
In short: Disclosed holding, not re-rated. Two purchases: January 2024 at $89.4 (+21.87%) and July 2024 at $96.9 (+12.48%), marked at $108.95. The mid-cap expression of the same size-plus-quality idea the SCOW spotlight argues for at the small end.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.