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Ishares Msci Usa Quality Facto invalid shares owned by Cadia Private Client

Quarter-by-quarter ownership of Ishares Msci Usa Quality Facto invalid (QUAL) shares owned by Cadia Private Client from 13F filings

Historical chart of Cadia Private Client 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 Cadia Private Client 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 Cadia Private Client

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.4M 13k 191.81
2025-12-31 $2.6M 13k 198.61

More positions owned by Cadia Private Client

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Div Grwth (DGRO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Trust Ishare 0-1 (SHV)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Core S&p Mcp Etf (IJH)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Us Treas Bd Etf (GOVT)
NVIDIA Corporation (NVDA)

View all positions for Cadia Private Client

Top funds holding Ishares Msci Usa Quality Facto invalid

Envestnet Asset Management
FMR
LPL Financial
Morgan Stanley
Bank of America Corporation
Pnc Financial Services
Ameriprise Financial
HPM Partners
Wells Fargo & Company
UBS Group
Orgel Wealth Management
BlackRock
Facet Wealth
M^T Bank Corporation
Ronald Blue Trust

View all funds holding Ishares Msci Usa Quality Facto invalid