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Ishares Msci Usa Quality Facto invalid shares owned by Sweeney & Michel

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

Historical chart of Sweeney & Michel investment in Ishares Msci Usa Quality Facto invalid

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All positions including Ishares Msci Usa Quality Facto invalid held by Sweeney & Michel 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 Sweeney & Michel

Quarter filed Position value Share count Share price at filing
2025-09-30 $586k 3.1k 191.01
2025-06-30 $539k 2.9k 183.84
2025-03-31 $379k 2.5k 152.44

More positions owned by Sweeney & Michel

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Div Grwth (DGRO)
Apple (AAPL)
Ishares Tr Core High Dv Etf (HDV)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Capital Group Dividend Growe Shs Etf (CGDG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Microsoft Corporation (MSFT)
Johnson & Johnson (JNJ)
Capital Group International SHS (CGIE)
Costco Wholesale Corporation (COST)
JPMorgan Chase & Co. (JPM)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)

View all positions for Sweeney & Michel

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