Ishares Msci Usa Quality Facto invalid shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Ishares Msci Usa Quality Facto invalid (QUAL) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Ishares Msci Usa Quality Facto invalid
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Quarterly reported holdings in Ishares Msci Usa Quality Facto invalid by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $4.1M | 22k | 182.82 |
| 2025-03-31 | $3.2M | 19k | 170.89 |
| 2024-12-31 | $4.7M | 26k | 178.08 |
| 2024-09-30 | $2.6M | 15k | 179.30 |
| 2024-06-30 | $2.3M | 14k | 170.77 |
| 2024-03-31 | $1.3M | 7.8k | 164.35 |
| 2023-12-31 | $1.3M | 8.7k | 147.13 |
| 2023-09-30 | $1.1M | 8.5k | 131.79 |
| 2023-06-30 | $737k | 1.0k | 709.51 |
| 2023-03-31 | $27M | 84k | 320.93 |
| 2022-12-31 | $632k | 5.5k | 113.97 |
| 2022-06-30 | $419k | 3.8k | 111.70 |
| 2022-03-31 | $664k | 4.9k | 134.63 |
| 2021-12-31 | $425k | 2.9k | 145.50 |
| 2021-09-30 | $359k | 2.6k | 139.15 |
| 2021-06-30 | $260k | 2.0k | 132.86 |
| 2021-03-31 | $220k | 1.8k | 121.55 |
| 2020-12-31 | $127k | 1.1k | 116.51 |
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