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Ishares Msci Usa Quality Facto invalid shares owned by Robinson Smith Wealth Advisors

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

Historical chart of Robinson Smith Wealth Advisors investment in Ishares Msci Usa Quality Facto invalid

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All positions including Ishares Msci Usa Quality Facto invalid held by Robinson Smith Wealth Advisors 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 Robinson Smith Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.6M 20k 179.30
2024-06-30 $3.3M 19k 170.76
2024-03-31 $2.8M 17k 164.35
2023-12-31 $2.4M 16k 147.14

More positions owned by Robinson Smith Wealth Advisors

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p Us Vlu (IUSV)
Johnson & Johnson (JNJ)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Ishares Tr TRS FLT RT BD (TFLO)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Rus 1000 Grw Etf (IWF)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Robinson Smith Wealth Advisors

Top funds holding Ishares Msci Usa Quality Facto invalid

Envestnet Asset Management
LPL Financial
Morgan Stanley
Pnc Financial Services
Bank of America Corporation
Jpmorgan Chase & Co
BlackRock
Wells Fargo & Company
BlackRock
M^T Bank Corporation
CWM
Keybank National Association
Envestnet Portfolio Solutions
Mml Investors Services
Bank of New York Mellon

View all funds holding Ishares Msci Usa Quality Facto invalid