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Ishares Tr msci usavalfct shares owned by CI Private Wealth

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

Historical chart of CI Private Wealth investment in Ishares Tr msci usavalfct

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

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Quarterly reported holdings in Ishares Tr msci usavalfct by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.4M 22k 108.64
2024-06-30 $2.0M 19k 103.67
2024-03-31 $1.4M 13k 108.31
2023-12-31 $753k 7.4k 101.16

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View all positions for CI Private Wealth

Top funds holding Ishares Tr msci usavalfct

Northwestern Mutual Wealth Management Company
Mason Investment Advisory Services
Matson Money
Bank of America Corporation
Mercer Global Advisors
Envestnet Asset Management
BlackRock
Franklin Resources
Wharton Business Group
M^T Bank Corporation
HPM Partners
Life Line Wealth Management
LPL Financial
UBS Group
Pnc Financial Services

View all funds holding Ishares Tr msci usavalfct