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Ishares Msci Usa Quality Facto invalid shares owned by Confluence Wealth Services

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

Historical chart of Confluence Wealth Services investment in Ishares Msci Usa Quality Facto invalid

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All positions including Ishares Msci Usa Quality Facto invalid held by Confluence Wealth Services 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 Confluence Wealth Services

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$341k	1.9k	179.30
2024-06-30	$368k	2.2k	170.76
2024-03-31	$307k	1.9k	164.35
2023-12-31	$238k	1.6k	147.14
2023-09-30	$213k	1.6k	131.79

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Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)

Vanguard International High Dividend Yield Etf Intl High Etf (VYMI)

Dimensional Etf Trust U S Sm Cap Etf Us Small Cap Etf (DFAS)

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Capital Group Intl Focus Shs Creation Unit Shs Creation Uni (CGXU)

Dimensional Etf Trust World Ex U S Core Equity 2 Etf World Ex Us Core (DFAX)

Capital Group Divid Growers Etf Shs Etf (CGDG)

Microsoft Corporation (MSFT)

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View all positions for Confluence Wealth Services

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