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Ishares Msci Usa Quality Facto invalid shares owned by WMS Partners

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

Historical chart of WMS Partners investment in Ishares Msci Usa Quality Facto invalid

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All positions including Ishares Msci Usa Quality Facto invalid held by WMS Partners 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 WMS Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $268k 1.6k 170.76
2024-03-31 $261k 1.6k 164.35

More positions owned by WMS Partners

T. Rowe Price (TROW)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Index Fds Total Stk Mkt (VTI)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Vanguard Specialized Funds Div App Etf (VIG)
Goldman Sachs Etf Tr Activebeta Eme (GEM)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
J P Morgan Exchange Traded F Short Dura Core (JSCP)

View all positions for WMS Partners

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
M^T Bank Corporation
CWM
Keybank National Association
Envestnet Portfolio Solutions
Mml Investors Services
HPM Partners
Bank of New York Mellon

View all funds holding Ishares Msci Usa Quality Facto invalid