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Ishares Msci Usa Quality Facto invalid shares owned by Unique Wealth

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

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

Oct 2024Nov 2024Dec 2024Jan 2025Feb 2025Mar 2025Apr 20252M3M4M10k15k20k25k
Value ($)Share countHistorical QUAL position of Unique Wealth Source: stockzoa.comValue ($)Share count

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

Quarter filed Position value Share count Share price at filing
2025-03-31 $4.3M 25k 170.89
2024-12-31 $2.1M 12k 178.08
2024-09-30 $1.9M 11k 179.30

More positions owned by Unique Wealth

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Ishares Tr Rus Mid Cap Etf (IWR)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Trimtabs Etf Tr Fcf Us Qlty Etf (ABFL)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Msci Acwi Etf (ACWI)
Tcw Etf Trust Transform System (PWRD)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Unique Wealth

Top funds holding Ishares Msci Usa Quality Facto invalid

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

View all funds holding Ishares Msci Usa Quality Facto invalid