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Ishares Msci Usa Quality Facto invalid shares owned by GoalVest Advisory

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

Historical chart of GoalVest Advisory investment in Ishares Msci Usa Quality Facto invalid

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All positions including Ishares Msci Usa Quality Facto invalid held by GoalVest 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 GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $19k 99 194.51
2025-06-30 $66k 359 182.82
2024-12-31 $6.8k 38 178.08
2024-09-30 $18k 101 179.30
2024-06-30 $17k 101 170.76
2024-03-31 $17k 101 164.35
2023-12-31 $15k 101 147.14
2023-09-30 $13k 101 131.79

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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