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Ishares Msci Usa Quality Facto invalid shares owned by CB^T Wealth Management

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

Historical chart of CB^T Wealth Management investment in Ishares Msci Usa Quality Facto invalid

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All positions including Ishares Msci Usa Quality Facto invalid held by CB^T 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 CB^T Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $355k 2.0k 178.08
2024-09-30 $233k 1.3k 179.30
2024-06-30 $222k 1.3k 170.76
2024-03-31 $214k 1.3k 164.35

More positions owned by CB^T Wealth Management

Ishares Russell 1000 Growth Et CS (IWF)
Ishares Russell 1000 Value Etf CS (IWD)
Spdr S&p 500 Etf Trust CS (SPY)
3m Company CS (MMM)
Ishares Msci Eafe Etf CS (EFA)
Ishares Russell 2000 Growth Et CS (IWO)
Ishares Trust Ishares Msci Usa CS (SUSA)
Microsoft Corp CS (MSFT)
Ishares Russell Mid Cap Growth CS (IWP)
Apple CS (AAPL)
Ishares Russell 2000 Value Etf CS (IWN)
Ishares Russell Mid Cap Value CS (IWS)
Ishares Russell 2000 Etf CS (IWM)
Vanguard Russell 1000 Value Et CS (VONV)
Ishares Russell 1000 Etf CS (IWB)

View all positions for CB^T Wealth Management

Top funds holding Ishares Msci Usa Quality Facto invalid

Envestnet Asset Management
FMR
LPL Financial
Pnc Financial Services
Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
Ameriprise Financial
BlackRock
UBS Group
M^T Bank Corporation
CWM
Keybank National Association
Envestnet Portfolio Solutions
Mml Investors Services

View all funds holding Ishares Msci Usa Quality Facto invalid