TWC
FOVL

TD Waterhouse Canada’s iShares Focused Value Factor ETF FOVL Stock Holding History

TD Waterhouse Canada’s Portfolio FOVL Stock Details FOVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,750
Closed -$105K – 1956
2024
Q2 		$105K Hold
1,750
– – ﹤0.01% 879
2024
Q1 		$108K Hold
1,750
– – ﹤0.01% 889
2023
Q4 		$100K Hold
1,750
– – ﹤0.01% 809
2023
Q3 		$86.8K Hold
1,750
– – ﹤0.01% 789
2023
Q2 		$93.1K Hold
1,750
– – ﹤0.01% 804
2023
Q1 		$88.7K Hold
1,750
– – ﹤0.01% 790
2022
Q4 		$88.3K Hold
1,750
– – ﹤0.01% 784
2022
Q3 		$82.5K Hold
1,750
– – ﹤0.01% 804
2022
Q2 		$87.2K Hold
1,750
– – ﹤0.01% 825
2022
Q1 		$102K Hold
1,750
– – ﹤0.01% 842
2021
Q4 		$105K Buy
+1,750
New +$100K ﹤0.01% 878

Other funds holding FOVL

RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.05B AUM 23.41% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return