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Ishares Tr msci usavalfct shares owned by Epstein & White Financial

Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Epstein & White Financial from 13F filings

Historical chart of Epstein & White Financial investment in Ishares Tr msci usavalfct

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr msci usavalfct by Epstein & White Financial

Quarter filed Position value Share count Share price at filing
2021-06-30 $226k 2.2k 104.73
2019-12-31 $5.8M 65k 89.90

More positions owned by Epstein & White Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Acwi Ex Us (ACWX)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Core Msci Emkt (IEMG)

View all positions for Epstein & White Financial

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