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

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

Historical chart of Axxcess 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 Axxcess 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 Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $4.9M 27k 178.08
2024-09-30 $2.8M 15k 179.31
2024-06-30 $3.7M 21k 170.76
2024-03-31 $1.3M 8.1k 164.34
2023-12-31 $375k 2.6k 147.14
2023-09-30 $1.0M 7.9k 131.78
2022-03-31 $457k 3.4k 134.57
2021-12-31 $1.0M 7.1k 145.56

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Servicenow (NOW)
Ishares Tr Core Us Aggbd Et (AGG)
Apple Put Put Option (Principal)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Intl (IDEV)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr TRS FLT RT BD (TFLO)
Amazon (AMZN)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Gold Tr Ishares New (IAU)

View all positions for Axxcess Wealth Management

Top funds holding Ishares Msci Usa Quality Facto invalid

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

View all funds holding Ishares Msci Usa Quality Facto invalid