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Ishares Tr intl dev ql fc shares owned by Elevate Wealth Advisory

Quarter-by-quarter ownership of Ishares Tr intl dev ql fc (IQLT) shares owned by Elevate Wealth Advisory from 13F filings

Historical chart of Elevate Wealth Advisory investment in Ishares Tr intl dev ql fc

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr intl dev ql fc held by Elevate Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr intl dev ql fc by Elevate Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $19k 479 39.66
2023-12-31 $18k 479 37.56

More positions owned by Elevate Wealth Advisory

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Eafe Value Etf (EFV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Elevate Wealth Advisory

Top funds holding Ishares Tr intl dev ql fc

Pnc Financial Services
Bank of America Corporation
Jpmorgan Chase & Co
Tiaa Trust, National Association
Mercer Global Advisors
Capital Investment Advisors
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Richard Bernstein Advisors
CI Private Wealth
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
UBS Group
Unison Advisors
Retirement Planning Group
Victory Capital Management
Bogart Wealth

View all funds holding Ishares Tr intl dev ql fc