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Ishares Tr msci usavalfct shares owned by Ade

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

Historical chart of Ade investment in Ishares Tr msci usavalfct

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr msci usavalfct by Ade

Quarter filed Position value Share count Share price at filing
2026-09-30 $470k 2.4k 198.00
2021-09-30 $12k 117 102.56

More positions owned by Ade

Vanguard Index Fds S&p 500 Etf Shs (VOO)
T Rowe Price Exchange-traded Cap Appreciation (TCAF)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 0-3 Mth Treasury (SGOV)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Dimensional Etf Trust Us Small Cap Etf
Ishares Tr Msci Usa Min Etf (USMV)
Microsoft Corporation (MSFT)

View all positions for Ade

Top funds holding Ishares Tr msci usavalfct

Mason Investment Advisory Services
Northwestern Mutual Wealth Management Company
Matson Money
Bank of America Corporation
BlackRock
Mercer Global Advisors
Envestnet Asset Management
Wharton Business Group
LPL Financial
FMR
Jpmorgan Chase & Co
Wells Fargo & Company
Pnc Financial Services
Kathmere Capital Management
Janney Montgomery Scott

View all funds holding Ishares Tr msci usavalfct