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Ishares Tr msci usavalfct shares owned by Expressive Wealth

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

Historical chart of Expressive Wealth investment in Ishares Tr msci usavalfct

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci usavalfct held by Expressive 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 Expressive Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $204k 1.0k 199.81

More positions owned by Expressive Wealth

Capital Group Dividend Value Shs Creat Unit (CGDV)
Spdr Gold Tr Gold Shs (GLD)
Capital Group Growth Etf Shs Creat Unit (CGGR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
NVIDIA Corporation (NVDA)
Ishares Tr S&p 500 Grwt Etf (IVW)
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Broadcom (AVGO)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)

View all positions for Expressive Wealth

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
Wharton Business Group
Mercer Global Advisors
LPL Financial
Morgan Stanley
FMR
Wells Fargo & Company
Pnc Financial Services
Marks Wealth
Kathmere Capital Management

View all funds holding Ishares Tr msci usavalfct