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Ishares Msci Usa Quality Facto invalid shares owned by Williams Financial

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

Historical chart of Williams Financial investment in Ishares Msci Usa Quality Facto invalid

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All positions including Ishares Msci Usa Quality Facto invalid held by Williams Financial 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 Williams Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.6M 32k 147.14
2023-09-30 $4.3M 33k 131.79
2023-06-30 $5.7M 42k 134.87
2023-03-31 $4.9M 40k 124.07

More positions owned by Williams Financial

Schwab Strategic Tr Sht Tm Us Tres (SCHO)
J P Morgan Exchange Traded F Income Etf (JPIE)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Exxon Mobil Corporation (XOM)
CVS Caremark Corporation (CVS)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
International Business Machines (IBM)
Toronto Dominion Bk Ont Com New (TD)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
SYSCO Corporation (SYY)

View all positions for Williams Financial

Top funds holding Ishares Msci Usa Quality Facto invalid

Envestnet Asset Management
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CWM
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Orgel Wealth Management
Keybank National Association
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View all funds holding Ishares Msci Usa Quality Facto invalid