Kingswood Wealth Advisors »

Ishares Msci Usa Quality Facto invalid shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood 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 Kingswood 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 Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 8.0k 179.30
2024-06-30 $1.3M 7.7k 170.78
2024-03-31 $517k 3.1k 164.37
2023-12-31 $284k 1.9k 147.17

More positions owned by Kingswood Wealth Advisors

Apple Incorporated Common Stock (AAPL)
Nvidia Corporation Common Stock (NVDA)
Microsoft Corporation Common Stock (MSFT)
Amazon Com Incorporated Common Stock (AMZN)
Spdr S&p 500 Etf Exchange Traded Fund (SPY)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Meta Platforms Incorporated Class A Common Stock (META)
Alphabet Incorporated Cap Stk Class C Common Stock (GOOG)
Grayscale Bitcoin Etf Exchange Traded Fund (GBTC)
Lamar Advertising Common Stock (LAMR)
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)
Broadcom Incorporated Common Stock (AVGO)
Eli Lilly & Company Common Stock (LLY)
Ishares Tr Core S&p500 Etf Exchange Traded Fund (IVV)

View all positions for Kingswood 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