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Ishares Msci Usa Quality Facto invalid shares owned by Hoxton Planning & Management

Quarter-by-quarter ownership of Ishares Msci Usa Quality Facto invalid (QUAL) shares owned by Hoxton Planning & Management from 13F filings

Historical chart of Hoxton Planning & Management investment in Ishares Msci Usa Quality Facto invalid

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All positions including Ishares Msci Usa Quality Facto invalid held by Hoxton Planning & Management 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 Hoxton Planning & Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.8M 27k 179.30
2024-06-30 $4.5M 26k 170.76
2024-03-31 $4.3M 27k 164.35
2023-12-31 $4.2M 28k 147.15
2023-09-30 $3.8M 29k 131.77
2023-06-30 $5.4M 40k 134.87
2023-03-31 $6.8M 55k 124.07

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Ishares Tr Core 1 5 Yr Usd (ISTB)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Tips Etf (SCHP)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Hoxton Planning & Management

Top funds holding Ishares Msci Usa Quality Facto invalid

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

View all funds holding Ishares Msci Usa Quality Facto invalid