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Ishares Msci Usa Quality Facto invalid shares owned by MorganRosel Wealth Management

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

Historical chart of MorganRosel Wealth Management 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 MorganRosel Wealth 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 MorganRosel Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.9M 24k 164.35
2023-12-31 $3.3M 22k 147.14
2023-09-30 $2.9M 22k 131.79
2023-06-30 $3.2M 24k 134.87
2023-03-31 $2.3M 19k 124.07
2022-12-31 $1.0M 9.1k 113.96
2022-09-30 $2.1M 21k 103.93
2022-06-30 $3.4M 30k 111.72
2022-03-31 $3.4M 25k 134.62

More positions owned by MorganRosel Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Msci Usa Min Vol (USMV)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Gold Tr Shares Represent (IAUM)
Vanguard Wellington Us Value Factr (VFVA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Pimco Etf Tr Active Bd Etf (BOND)

View all positions for MorganRosel Wealth Management

Top funds holding Ishares Msci Usa Quality Facto invalid

Pnc Financial Services
Bank of America Corporation
Jpmorgan Chase & Co
UBS Group
CWM
Wells Fargo & Company
M^T Bank Corporation
Envestnet Portfolio Solutions
Advisor Group Holdings
Mercer Global Advisors
HPM Partners
Ronald Blue Trust
Bank of New York Mellon
Facet Wealth
Park Avenue Securities

View all funds holding Ishares Msci Usa Quality Facto invalid