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Ishares Msci Usa Quality Facto invalid shares owned by Oak Harbor Wealth Partners

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

Historical chart of Oak Harbor Wealth Partners investment in Ishares Msci Usa Quality Facto invalid

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All positions including Ishares Msci Usa Quality Facto invalid held by Oak Harbor Wealth Partners 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 Oak Harbor Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $9.5k 48 198.63
2025-09-30 $9.3k 48 194.50
2025-06-30 $8.8k 48 182.81

More positions owned by Oak Harbor Wealth Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Caterpillar (CAT)
Lincoln National Corporation (LNC)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Penumbra (PEN)
Alphabet Cap Stk Cl C (GOOG)
Costco Wholesale Corporation (COST)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

View all positions for Oak Harbor Wealth Partners

Top funds holding Ishares Msci Usa Quality Facto invalid

Envestnet Asset Management
LPL Financial
FMR
Pnc Financial Services
Jpmorgan Chase & Co
Wells Fargo & Company
Ameriprise Financial
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