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Ishares Msci Usa Quality Facto invalid shares owned by Forthright Family Wealth Advisory

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

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

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $10M 61k 164.35
2023-12-31 $8.6M 58k 147.14

More positions owned by Forthright Family Wealth Advisory

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core Total Usd (IUSB)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr U.s. Tech Etf (IYW)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr S&p 100 Etf (OEF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Core Msci Emkt (IEMG)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Forthright Family Wealth Advisory

Top funds holding Ishares Msci Usa Quality Facto invalid

Envestnet Asset Management
FMR
LPL Financial
Pnc Financial Services
Morgan Stanley
Bank of America Corporation
BlackRock
Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group
CWM
M^T Bank Corporation
Ameriprise Financial
Keybank National Association
Envestnet Portfolio Solutions

View all funds holding Ishares Msci Usa Quality Facto invalid