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Ishares Tr dev val factor shares owned by Morling Financial Advisors

Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by Morling Financial Advisors from 13F filings

Historical chart of Morling Financial Advisors investment in Ishares Tr dev val factor

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr dev val factor held by Morling Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr dev val factor by Morling Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $12k 397 29.53
2024-06-30 $11k 397 27.44
2024-03-31 $164k 5.8k 28.23

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Vanguard Scottsdale Fds Short Term Treas (VGSH)
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View all positions for Morling Financial Advisors

Top funds holding Ishares Tr dev val factor

Northwestern Mutual Wealth Management Company
FMR
Mercer Global Advisors
Envestnet Asset Management
Jpmorgan Chase & Co
Bank of America Corporation
Eqis Capital Management
Kathmere Capital Management
Colony
Armbruster Capital Management
Trust Point
Janney Montgomery Scott
KWB Wealth
Resources Investment Advisors
TCG Advisory Services

View all funds holding Ishares Tr dev val factor