BigSur Wealth Management »

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

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

Historical chart of BigSur 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 BigSur Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.8M 12k 147.24
2023-09-30 $1.6M 12k 132.30
2023-06-30 $1.6M 12k 134.87
2021-03-31 $469k 3.9k 121.69

More positions owned by BigSur Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares Tr Russell 3000 Etf (IWV)
Blackstone Group Inc Com Cl A (BX)
Apple (AAPL)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Energy (XLE)
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Spdr Gold Tr Gold Shs (GLD)
Airbnb Com Cl A (ABNB)
Ishares Tr Msci Usa Esg Slc (SUSA)
Palo Alto Networks (PANW)

View all positions for BigSur Wealth Management

Top funds holding Ishares Msci Usa Quality Facto invalid

Pnc Financial Services
Bank of America Corporation
Jpmorgan Chase & Co
UBS Group
CWM
Wells Fargo & Company
M^T Bank Corporation
Envestnet Portfolio Solutions
Ronald Blue Trust
Advisor Group Holdings
Mercer Global Advisors
HPM Partners
Bank of New York Mellon
Facet Wealth
Park Avenue Securities

View all funds holding Ishares Msci Usa Quality Facto invalid