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Ishares Msci Usa Quality Facto invalid shares owned by West Wealth Group

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

Historical chart of West Wealth Group 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 West Wealth Group 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 West Wealth Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $21M 139k 147.14
2023-09-30 $19M 142k 131.79
2023-06-30 $29M 213k 134.87
2023-03-31 $26M 207k 124.07

More positions owned by West Wealth Group

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Eafe Grwth Etf (EFG)
Apple (AAPL)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Core Msci Emkt (IEMG)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Mbs Etf (MBB)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for West Wealth Group

Top funds holding Ishares Msci Usa Quality Facto invalid

Pnc Financial Services
Bank of America Corporation
Jpmorgan Chase & Co
UBS Group
CWM
Wells Fargo & Company
M^T Bank Corporation
Envestnet Portfolio Solutions
Ronald Blue Trust
Advisor Group Holdings
Mercer Global Advisors
HPM Partners
Bank of New York Mellon
Facet Wealth
Park Avenue Securities

View all funds holding Ishares Msci Usa Quality Facto invalid