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Ishares Tr msci usavalfct shares owned by True Link Financial Advisors

Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by True Link Financial Advisors from 13F filings

Historical chart of True Link Financial Advisors investment in Ishares Tr msci usavalfct

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci usavalfct held by True Link Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr msci usavalfct by True Link Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 12k 108.31
2023-03-31 $17M 188k 92.59
2022-12-31 $16M 180k 91.14
2022-09-30 $14M 167k 81.86
2022-06-30 $13M 148k 90.52
2022-03-31 $15M 141k 104.57
2021-12-31 $14M 125k 109.47
2021-09-30 $12M 123k 100.70
2021-06-30 $12M 116k 105.06
2021-03-31 $9.7M 95k 102.46
2020-12-31 $7.5M 87k 86.91

More positions owned by True Link Financial Advisors

Vanguard Short-term Bond Etf Etf (BSV)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Ishares Short Treasury Bond Etf Etf (SHV)
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)
Ishares Core Msci Eafe Etf Etf (IEFA)
Schwab Us Dividend Equity Etf Etf (SCHD)
Dimensional International Value Etf Etf (DFIV)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Total International Bond Etf Etf (BNDX)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Dimensional International Core Equity Market Etf Etf (DFAI)

View all positions for True Link Financial Advisors

Top funds holding Ishares Tr msci usavalfct

Matson Money
Mercer Global Advisors
Bank of America Corporation
Wharton Business Group
M^T Bank Corporation
UBS Group
HPM Partners
Pnc Financial Services
Jpmorgan Chase & Co
State Treasurer State Of Michigan
Kathmere Capital Management
Alan Leist III
Commonwealth Equity Services
Spider Management Company
Raymond James & Associates

View all funds holding Ishares Tr msci usavalfct