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Ishares Msci Usa Quality Facto invalid shares owned by Family Wealth Partners

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

Historical chart of Family Wealth Partners investment in Ishares Msci Usa Quality Facto invalid

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All positions including Ishares Msci Usa Quality Facto invalid held by Family Wealth Partners 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 Family Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $854k 4.3k 198.63
2025-09-30 $831k 4.3k 194.50
2025-06-30 $711k 3.9k 182.82

More positions owned by Family Wealth Partners

Ishares Tr Core S&p Ttl Stk (ITOT)
Lpl Financial Holdings (LPLA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Family Wealth Partners

Top funds holding Ishares Msci Usa Quality Facto invalid

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

View all funds holding Ishares Msci Usa Quality Facto invalid