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Ishares Msci Usa Quality Facto invalid shares owned by Certus Wealth Management

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

Historical chart of Certus Wealth Management 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 Certus Wealth Management 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 Certus Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.8M 24k 159.19
2023-12-31 $5.0M 34k 147.14
2023-09-30 $4.2M 32k 131.79

More positions owned by Certus Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Grwth Etf (EFG)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Certus Wealth Management

Top funds holding Ishares Msci Usa Quality Facto invalid

Envestnet Asset Management
FMR
LPL Financial
Pnc Financial Services
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
HPM Partners

View all funds holding Ishares Msci Usa Quality Facto invalid