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Ishares Msci Usa Quality Facto invalid shares owned by Fairhaven Wealth Management

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

Historical chart of Fairhaven 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 Fairhaven 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 Fairhaven Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $411k 2.3k 179.30
2024-06-30 $391k 2.3k 170.76
2024-03-31 $378k 2.3k 164.35
2023-12-31 $337k 2.3k 147.14
2023-09-30 $277k 2.1k 131.79
2023-06-30 $284k 2.1k 134.87
2022-12-31 $240k 2.1k 113.96
2021-12-31 $207k 1.4k 145.67

More positions owned by Fairhaven Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Microsoft Corporation (MSFT)
Oracle Corporation (ORCL)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
UnitedHealth (UNH)
Visa Com Cl A (V)
Amazon (AMZN)
Lowe's Companies (LOW)

View all positions for Fairhaven Wealth Management

Top funds holding Ishares Msci Usa Quality Facto invalid

Envestnet Asset Management
LPL Financial
Morgan Stanley
Pnc Financial Services
Bank of America Corporation
Jpmorgan Chase & Co
BlackRock
Wells Fargo & Company
BlackRock
M^T Bank Corporation
CWM
Keybank National Association
Envestnet Portfolio Solutions
Mml Investors Services
Bank of New York Mellon

View all funds holding Ishares Msci Usa Quality Facto invalid