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Ishares Tr msci usavalfct shares owned by Crewe Advisors

Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Crewe Advisors from 13F filings

Historical chart of Crewe Advisors investment in Ishares Tr msci usavalfct

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci usavalfct held by Crewe Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr msci usavalfct by Crewe Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $61k 600 101.16
2023-09-30 $54k 600 90.72
2023-06-30 $56k 600 93.79
2023-03-31 $56k 600 92.59
2022-12-31 $55k 600 91.14

More positions owned by Crewe Advisors

Ensign (ENSG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard World Esg Us Stk Etf (ESGV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard World Esg Intl Stk Etf (VSGX)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Russell 2000 Etf (IWM)
Pennant Group (PNTG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard World Fds Inf Tech Etf (VGT)

View all positions for Crewe Advisors

Top funds holding Ishares Tr msci usavalfct

Matson Money
Mercer Global Advisors
Bank of America Corporation
Wharton Business Group
M^T Bank Corporation
UBS Group
HPM Partners
Pnc Financial Services
Jpmorgan Chase & Co
State Treasurer State Of Michigan
Kathmere Capital Management
Alan Leist III
Commonwealth Equity Services
Spider Management Company
Raymond James & Associates

View all funds holding Ishares Tr msci usavalfct