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

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

Historical chart of Certus 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 Certus 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 Certus Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.6M 37k 179.30
2024-06-30 $6.0M 35k 170.76
2024-03-31 $3.8M 24k 159.19
2023-12-31 $5.0M 34k 147.14
2023-09-30 $4.2M 32k 131.79

More positions owned by Certus Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Apple (AAPL)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for Certus Wealth Management

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
BlackRock
M^T Bank Corporation
CWM
Keybank National Association
Envestnet Portfolio Solutions
Mml Investors Services
Bank of New York Mellon

View all funds holding Ishares Msci Usa Quality Facto invalid