FRG Family Wealth Advisors »

Ishares Msci Usa Quality Facto invalid shares owned by FRG Family Wealth Advisors

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

Historical chart of FRG Family Wealth Advisors 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 FRG Family Wealth Advisors 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 FRG Family Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $797k 4.4k 179.30
2024-06-30 $634k 3.9k 164.39
2024-03-31 $349k 2.2k 156.96
2023-12-31 $239k 1.6k 147.14

More positions owned by FRG Family Wealth Advisors

Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Apple (AAPL)
Applied Materials (AMAT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Broadcom (AVGO)
Boeing Company (BA)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Specialized Funds Div App Etf (VIG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Costco Wholesale Corporation (COST)
Wal-Mart Stores (WMT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Procter & Gamble Company (PG)

View all positions for FRG Family Wealth Advisors

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