Envision Financial Planning »

Ishares Msci Usa Quality Facto invalid shares owned by Envision Financial Planning

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

Historical chart of Envision Financial Planning 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 Envision Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Msci Usa Quality Facto invalid by Envision Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $359k 1.8k 194.50
2025-06-30 $337k 1.8k 182.82

More positions owned by Envision Financial Planning

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Ibonds Dec 2033 (IBDY)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Ibonds Dec 2031 (IBDW)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Ibonds Dec 29 (IBDU)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Avantis Us Mid C (AVMC)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Capital Group Conservative E SHS (CGCV)

View all positions for Envision Financial Planning

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