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Ishares Msci Usa Quality Facto invalid shares owned by Simplicity Wealth

Quarter-by-quarter ownership of Ishares Msci Usa Quality Facto invalid (QUAL) shares owned by Simplicity Wealth from 13F filings

Historical chart of Simplicity Wealth investment in Ishares Msci Usa Quality Facto invalid

Tip: Access up to 7 years of quarterly data

All positions including Ishares Msci Usa Quality Facto invalid held by Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Msci Usa Quality Facto invalid by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.8M 48k 164.35
2023-12-31 $3.9M 27k 147.14
2023-09-30 $2.6M 19k 131.79
2023-06-30 $2.7M 20k 134.87
2023-03-31 $2.3M 18k 124.07

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View all positions for Simplicity Wealth

Top funds holding Ishares Msci Usa Quality Facto invalid

Envestnet Asset Management
FMR
LPL Financial
Pnc Financial Services
Morgan Stanley
Bank of America Corporation
BlackRock
Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group
CWM
M^T Bank Corporation
Ameriprise Financial
Keybank National Association
Envestnet Portfolio Solutions

View all funds holding Ishares Msci Usa Quality Facto invalid