Ishares Msci Usa Quality Facto invalid shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Ishares Msci Usa Quality Facto invalid (QUAL) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Ishares Msci Usa Quality Facto invalid
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Quarterly reported holdings in Ishares Msci Usa Quality Facto invalid by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.7M | 39k | 194.50 |
| 2025-06-30 | $7.4M | 41k | 182.82 |
| 2025-03-31 | $7.5M | 44k | 170.89 |
| 2024-12-31 | $8.4M | 47k | 178.08 |
| 2024-09-30 | $9.0M | 50k | 179.30 |
| 2024-06-30 | $8.8M | 51k | 170.76 |
| 2024-03-31 | $8.5M | 52k | 164.35 |
| 2023-09-30 | $12M | 91k | 131.79 |
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