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Ishares Msci Usa Quality Facto invalid shares owned by Collaborative Wealth Managment

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

Historical chart of Collaborative Wealth Managment investment in Ishares Msci Usa Quality Facto invalid

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All positions including Ishares Msci Usa Quality Facto invalid held by Collaborative Wealth Managment 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 Collaborative Wealth Managment

Quarter filed Position value Share count Share price at filing
2025-12-31 $209k 1.1k 198.62
2025-09-30 $205k 1.1k 194.50

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Top funds holding Ishares Msci Usa Quality Facto invalid

Envestnet Asset Management
LPL Financial
FMR
Pnc Financial Services
Jpmorgan Chase & Co
Ameriprise Financial
BlackRock
Wells Fargo & Company
UBS Group
HPM Partners
M^T Bank Corporation
Orgel Wealth Management
Facet Wealth
Ronald Blue Trust
Keybank National Association

View all funds holding Ishares Msci Usa Quality Facto invalid