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Ishares Msci Usa Quality Facto invalid shares owned by KWB Wealth

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

Historical chart of KWB Wealth 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 KWB 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 KWB Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $17M 85k 198.62
2025-09-30 $27M 148k 182.82
2025-06-30 $23M 137k 170.89

More positions owned by KWB Wealth

Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust State Street Spd (SPTI)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Spdr Series Trust State Street Spd (SPSM)
Ishares Core Msci Emkt (IEMG)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Capital Group Core Balanced SHS (CGBL)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr Core Univrsl Usd (IUSB)
Columbia Etf Tr I Resh Enhnc Cor (RECS)

View all positions for KWB Wealth

Top funds holding Ishares Msci Usa Quality Facto invalid

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

View all funds holding Ishares Msci Usa Quality Facto invalid