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Ishares Msci Usa Quality Facto invalid shares owned by Copperleaf Capital

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

Historical chart of Copperleaf Capital 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 Copperleaf Capital 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 Copperleaf Capital

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.7M 21k 131.79
2023-06-30 $4.0M 30k 134.87
2020-09-30 $2.5M 24k 103.76
2020-06-30 $2.4M 25k 95.91
2020-03-31 $1.9M 23k 81.02

More positions owned by Copperleaf Capital

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Esg Awr Msci Usa (ESGU)
Microsoft Corporation (MSFT)
Ishares Tr Mbs Etf (MBB)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr TRS FLT RT BD (TFLO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Core Fixed Incom (DFCF)

View all positions for Copperleaf Capital

Top funds holding Ishares Msci Usa Quality Facto invalid

Pnc Financial Services
Bank of America Corporation
Jpmorgan Chase & Co
UBS Group
CWM
M^T Bank Corporation
Wells Fargo & Company
Envestnet Portfolio Solutions
Advisor Group Holdings
Mercer Global Advisors
HPM Partners
Ronald Blue Trust
Bank of New York Mellon
Facet Wealth
Park Avenue Securities

View all funds holding Ishares Msci Usa Quality Facto invalid