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Ishares Msci Usa Quality Facto invalid shares owned by Fullcircle Wealth

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

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

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.6M 19k 194.52
2025-06-30 $3.8M 20k 185.45
2025-03-31 $3.0M 18k 167.88
2024-12-31 $3.0M 16k 185.80
2024-09-30 $2.6M 14k 180.09
2024-06-30 $2.3M 14k 168.47

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Ishares Tr Iboxx Hi Yd Etf (HYG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Unilever Spon Adr New (UL)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Total Usd (IUSB)

View all positions for Fullcircle Wealth

Top funds holding Ishares Msci Usa Quality Facto invalid

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

View all funds holding Ishares Msci Usa Quality Facto invalid