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Ishares Msci Usa Quality Facto invalid shares owned by Beacon Bridge Wealth Partners

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

Historical chart of Beacon Bridge Wealth Partners investment in Ishares Msci Usa Quality Facto invalid

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All positions including Ishares Msci Usa Quality Facto invalid held by Beacon Bridge Wealth Partners 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 Beacon Bridge Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $16M 88k 179.30
2024-06-30 $13M 76k 170.76
2024-03-31 $11M 66k 164.35
2023-12-31 $10M 68k 147.14
2023-09-30 $6.8M 52k 131.79

More positions owned by Beacon Bridge Wealth Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Mbs Etf (MBB)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr National Mun Etf (MUB)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Msci Emerg Mrkt (EEMV)
Ishares Tr Us Treas Bd Etf (GOVT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Long Term Us (SCHQ)
Schwab Strategic Tr Us Aggregate B (SCHZ)

View all positions for Beacon Bridge Wealth Partners

Top funds holding Ishares Msci Usa Quality Facto invalid

Envestnet Asset Management
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Jpmorgan Chase & Co
BlackRock
Wells Fargo & Company
BlackRock
M^T Bank Corporation
CWM
Keybank National Association
Envestnet Portfolio Solutions
Mml Investors Services
Bank of New York Mellon

View all funds holding Ishares Msci Usa Quality Facto invalid