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Ishares Msci Usa Quality Facto invalid shares owned by SWMG

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

Historical chart of SWMG investment in Ishares Msci Usa Quality Facto invalid

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All positions including Ishares Msci Usa Quality Facto invalid held by SWMG 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 SWMG

Quarter filed Position value Share count Share price at filing
2024-09-30 $10M 55k 183.62
2024-06-30 $9.2M 54k 170.76
2024-03-31 $8.8M 53k 164.35
2023-12-31 $8.3M 57k 147.14
2023-09-30 $7.5M 57k 131.79
2023-06-30 $10M 77k 134.87
2023-03-31 $8.3M 67k 124.07

More positions owned by SWMG

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio Short (SPSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Core Msci Emkt (IEMG)
Ishares Msci Emrg Chn (EMXC)

View all positions for SWMG

Top funds holding Ishares Msci Usa Quality Facto invalid

Envestnet Asset Management
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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