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Ishares Msci Usa Quality Facto invalid shares owned by DHK Financial Advisors

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

Historical chart of DHK Financial Advisors investment in Ishares Msci Usa Quality Facto invalid

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All positions including Ishares Msci Usa Quality Facto invalid held by DHK Financial Advisors 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 DHK Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.5M 8.1k 182.82
2025-03-31 $2.8M 16k 170.89
2024-12-31 $1.4M 8.1k 178.08

More positions owned by DHK Financial Advisors

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Spdr Gold Tr Gold Shs (GLD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Vanguard World Utilities Etf (VPU)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust Portfolio S&p600 (SPSM)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Columbia Etf Tr Ii India Consmr Etf (INCO)

View all positions for DHK Financial Advisors

Top funds holding Ishares Msci Usa Quality Facto invalid

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

View all funds holding Ishares Msci Usa Quality Facto invalid