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Ishares Msci Usa Quality Facto invalid shares owned by Blue Zone Wealth Advisors

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

Historical chart of Blue Zone Wealth Advisors investment in Ishares Msci Usa Quality Facto invalid

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All positions including Ishares Msci Usa Quality Facto invalid held by Blue Zone Wealth Advisors 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 Blue Zone Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $382k 2.1k 179.30
2022-03-31 $259k 1.9k 134.41

More positions owned by Blue Zone Wealth Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
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Ishares Tr S&p 500 Grwt Etf (IVW)
Alphabet Cap Stk Cl A (GOOGL)
AutoZone (AZO)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Microsoft Corporation (MSFT)
Stryker Corporation (SYK)
The Trade Desk Com Cl A (TTD)
Williams Companies (WMB)
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Equifax (EFX)
Visa Com Cl A (V)
salesforce (CRM)

View all positions for Blue Zone Wealth Advisors

Top funds holding Ishares Msci Usa Quality Facto invalid

Envestnet Asset Management
LPL Financial
Morgan Stanley
Pnc Financial Services
Bank of America Corporation
Jpmorgan Chase & Co
BlackRock
Wells Fargo & Company
M^T Bank Corporation
CWM
Keybank National Association
Envestnet Portfolio Solutions
Mml Investors Services
HPM Partners
Bank of New York Mellon

View all funds holding Ishares Msci Usa Quality Facto invalid