True Link Financial Advisors »

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
2024-03-31 $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 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 Msci Usa Quality Facto invalid

Pnc Financial Services
Bank of America Corporation
Jpmorgan Chase & Co
UBS Group
CWM
Wells Fargo & Company
M^T Bank Corporation
Envestnet Portfolio Solutions
Advisor Group Holdings
Mercer Global Advisors
HPM Partners
Ronald Blue Trust
Bank of New York Mellon
Facet Wealth
Park Avenue Securities

View all funds holding Ishares Msci Usa Quality Facto invalid