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

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

Historical chart of Opes Wealth Management investment in Ishares Msci Usa Quality Facto invalid

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All positions including Ishares Msci Usa Quality Facto invalid held by Opes 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 Opes Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $270k 1.4k 194.50
2025-06-30 $311k 1.7k 182.83
2024-12-31 $562k 3.2k 178.06

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Vanguard Index Fds Mcap Vl Idxvip (VOE)
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Dimensional Etf Trust Emerging Mkts Va (DFEV)
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View all positions for Opes Wealth Management

Top funds holding Ishares Msci Usa Quality Facto invalid

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

View all funds holding Ishares Msci Usa Quality Facto invalid