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Ishares Tr msci usavalfct shares owned by Coastwise Capital Group

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

Historical chart of Coastwise Capital Group investment in Ishares Tr msci usavalfct

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr msci usavalfct by Coastwise Capital Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $244k 1.2k 199.74

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Top funds holding Ishares Tr msci usavalfct

Northwestern Mutual Wealth Management Company
Mason Investment Advisory Services
Matson Money
Bank of America Corporation
BlackRock
Envestnet Asset Management
Mercer Global Advisors
Wharton Business Group
LPL Financial
Morgan Stanley
FMR
Wells Fargo & Company
Pnc Financial Services
Marks Wealth
Kathmere Capital Management

View all funds holding Ishares Tr msci usavalfct