Watershed Private Wealth »

Ishares Msci Usa Quality Facto invalid shares owned by Watershed Private Wealth

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

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

Tip: Access up to 7 years of quarterly data

All positions including Ishares Msci Usa Quality Facto invalid held by Watershed Private Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Msci Usa Quality Facto invalid by Watershed Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 64k 179.30
2024-06-30 $10M 61k 170.76
2024-03-31 $9.4M 57k 164.35
2023-12-31 $662k 4.5k 147.14

More positions owned by Watershed Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Grwth Etf (EFG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)

View all positions for Watershed Private Wealth

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