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Ishares Tr msci usavalfct shares owned by Capital Advisors

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

Historical chart of Capital 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 Capital 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 Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $271k 1.4k 199.81

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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
Wharton Business Group
Envestnet Asset Management
LPL Financial
Morgan Stanley
FMR
Jpmorgan Chase & Co
Mainstay Capital Management
Wells Fargo & Company
Pnc Financial Services

View all funds holding Ishares Tr msci usavalfct