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Ishares Msci Usa Quality Facto invalid shares owned by Crown Wealth Group

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

Historical chart of Crown Wealth Group 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 Crown Wealth Group 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 Crown Wealth Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.4M 57k 147.14
2023-09-30 $7.1M 54k 131.79
2023-06-30 $6.6M 49k 134.87
2023-03-31 $4.3M 35k 124.07
2021-12-31 $612k 4.2k 145.64

More positions owned by Crown Wealth Group

Spdr Ser Tr Portfolio S&p500 (SPLG)
Dimensional Etf Trust Us Equity Etf (DFUS)
Innovator Etfs Tr Us Eqty Bufr Jan (BJAN)
Innovator Etfs Tr Defined Wlt Shld (BALT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr U.s. Tech Etf (IYW)
Apple (AAPL)
Vanguard World Fds Comm Srvc Etf (VOX)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Crown Wealth Group

Top funds holding Ishares Msci Usa Quality Facto invalid

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

View all funds holding Ishares Msci Usa Quality Facto invalid