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Ishares Tr faln angls usd shares owned by Simplicity Wealth

Quarter-by-quarter ownership of Ishares Tr faln angls usd (FALN) shares owned by Simplicity Wealth from 13F filings

Historical chart of Simplicity Wealth investment in Ishares Tr faln angls usd

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr faln angls usd held by Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr faln angls usd by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $516k 19k 27.30
2025-09-30 $440k 16k 27.78
2025-06-30 $470k 17k 27.14
2025-03-31 $825k 31k 26.79
2024-09-30 $761k 28k 27.34

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Dimensional Etf Trust Us Core Equity 2 (DFAC)
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View all positions for Simplicity Wealth

Top funds holding Ishares Tr faln angls usd

Municipal Employees' Retirement System of Michigan
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
LPL Financial
State of Tennessee, Treasury Department
Varma Mutual Pension Insurance
Invesco
Hanson McClain Advisors
ESL Trust Services
Alliancebernstein
BlackRock
Baker Avenue Asset Management
Ameriprise Financial
Novem Group
Nomura Asset Management
Toews Corp

View all funds holding Ishares Tr faln angls usd