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Ishares Msci Usa Quality Facto invalid shares owned by Regimen Wealth

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

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

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.0M 17k 179.30
2024-06-30 $2.8M 17k 170.74
2024-03-31 $2.9M 18k 164.35
2023-12-31 $2.4M 16k 147.14
2023-09-30 $2.0M 16k 131.79
2023-06-30 $2.8M 21k 134.87

More positions owned by Regimen Wealth

Ishares Tr Core High Dv Etf (HDV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr National Mun Etf (MUB)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Core Us Aggbd Et (AGG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Ishares Tr Msci Intl Qualty (IQLT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Msci Emrg Chn (EMXC)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Regimen Wealth

Top funds holding Ishares Msci Usa Quality Facto invalid

Envestnet Asset Management
FMR
LPL Financial
Pnc Financial Services
Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
Ameriprise Financial
BlackRock
UBS Group
M^T Bank Corporation
CWM
Keybank National Association
Envestnet Portfolio Solutions
Mml Investors Services

View all funds holding Ishares Msci Usa Quality Facto invalid