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

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

Historical chart of Caliber 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 Caliber 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 Caliber Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $15M 93k 164.35
2023-12-31 $14M 96k 147.14
2023-09-30 $13M 95k 131.79
2023-06-30 $13M 94k 134.87
2023-03-31 $5.6M 46k 124.07

More positions owned by Caliber Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard World Inf Tech Etf (VGT)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Broadcom (AVGO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Palo Alto Networks (PANW)
Ishares Tr Faln Angls Usd (FALN)
Microsoft Corporation (MSFT)
salesforce (CRM)
Chipotle Mexican Grill (CMG)
Servicenow (NOW)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Caliber 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