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iShares Edge MSCI Usa Val Fctr shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of iShares Edge MSCI Usa Val Fctr (IUVDF) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in iShares Edge MSCI Usa Val Fctr

Tip: Access up to 7 years of quarterly data

All positions including iShares Edge MSCI Usa Val Fctr held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Edge MSCI Usa Val Fctr by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $729k 111k 6.57
2024-06-30 $690k 111k 6.21
2024-03-31 $698k 107k 6.55

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Vanguard FTSE Developed Mkts E Ee (VEA)
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SPDR S&P Mid Cap 400 ETF Ee (MDY)
iShares Core MSCI EAFE Ez (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding iShares Edge MSCI Usa Val Fctr

MAI Wealth Advisors

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