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Ishares Msci Usa Quality Facto invalid shares owned by True Link Financial Advisors

Quarter-by-quarter ownership of Ishares Msci Usa Quality Facto invalid (QUAL) shares owned by True Link Financial Advisors from 13F filings

Historical chart of True Link Financial Advisors investment in Ishares Msci Usa Quality Facto invalid

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All positions including Ishares Msci Usa Quality Facto invalid 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 Msci Usa Quality Facto invalid by True Link Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $34M 191k 179.30
2024-06-30 $31M 181k 170.76
2024-03-31 $29M 174k 164.35
2023-12-31 $284k 1.9k 147.14
2023-09-30 $261k 2.0k 131.79
2023-06-30 $239k 1.8k 134.87
2023-03-31 $220k 1.8k 124.06
2022-12-31 $207k 1.8k 113.96
2022-03-31 $238k 1.8k 134.39
2021-12-31 $275k 1.9k 145.66
2021-09-30 $233k 1.8k 131.56
2021-06-30 $278k 2.1k 132.63
2021-03-31 $255k 2.1k 121.66
2020-12-31 $271k 2.3k 116.06

More positions owned by True Link Financial Advisors

Vanguard Intermediate-term Bond Etf Etf (BIV)
Vanguard Short-term Bond Etf Etf (BSV)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)
Ishares Short Treasury Bond Etf Etf (SHV)
Ishares Core Msci Eafe Etf Etf (IEFA)
Schwab Us Dividend Equity Etf Etf (SCHD)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Dimensional International Value Etf Etf (DFIV)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
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 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
BlackRock
M^T Bank Corporation
CWM
Keybank National Association
Envestnet Portfolio Solutions
Mml Investors Services
Bank of New York Mellon

View all funds holding Ishares Msci Usa Quality Facto invalid