Empirical Financial Services, LLC d/b/a Empirical Wealth Management »

Ishares Msci Usa Quality Facto invalid shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter-by-quarter ownership of Ishares Msci Usa Quality Facto invalid (QUAL) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management from 13F filings

Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management investment in Ishares Msci Usa Quality Facto invalid

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All positions including Ishares Msci Usa Quality Facto invalid held by Empirical Financial Services, LLC d/b/a Empirical Wealth Management 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 Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $171M 958k 178.08
2024-09-30 $151M 842k 179.30
2024-06-30 $137M 802k 170.76
2024-03-31 $128M 778k 164.35
2023-12-31 $110M 750k 147.14
2023-09-30 $78M 590k 131.79
2023-06-30 $77M 572k 134.87
2023-03-31 $66M 533k 124.06
2022-12-31 $52M 453k 113.96
2022-09-30 $39M 372k 103.94
2022-06-30 $39M 349k 111.73
2022-03-31 $43M 323k 134.63
2021-12-31 $48M 333k 145.56
2021-09-30 $41M 314k 131.73
2021-06-30 $38M 289k 132.87
2021-03-31 $31M 254k 121.78
2020-12-31 $28M 242k 116.21
2020-09-30 $23M 221k 103.74
2020-06-30 $20M 204k 95.92
2020-03-31 $14M 170k 81.04
2019-12-31 $8.8M 87k 101.00
2019-09-30 $6.8M 74k 92.41
2019-06-30 $5.2M 57k 91.47
2019-03-31 $5.7M 64k 88.55
2018-12-31 $3.0M 39k 76.77

More positions owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Apple (AAPL)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Msci Intl Qualty (IQLT)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Eafe Value Etf (EFV)
Ishares Core Msci Emkt (IEMG)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Top funds holding Ishares Msci Usa Quality Facto invalid

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CWM
Envestnet Portfolio Solutions

View all funds holding Ishares Msci Usa Quality Facto invalid