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Ishares Tr msci usavalfct shares owned by Galvin, Gaustad & Stein

Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Galvin, Gaustad & Stein from 13F filings

Historical chart of Galvin, Gaustad & Stein investment in Ishares Tr msci usavalfct

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All positions including Ishares Tr msci usavalfct held by Galvin, Gaustad & Stein consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr msci usavalfct by Galvin, Gaustad & Stein

Quarter filed Position value Share count Share price at filing
2026-06-30 $690k 3.5k 199.84
2026-03-31 $492k 3.5k 142.18
2025-12-31 $474k 3.5k 136.73

More positions owned by Galvin, Gaustad & Stein

Select Sector Spdr Tr St Str Techn Etf (XLK)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Ge Aerospace Com New (GE)
Amazon (AMZN)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Select Sector Spdr Tr St Str Svc Etf (XLC)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Ishares Semicdtr (SOXX)
Apple (AAPL)
Hca Holdings (HCA)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Galvin, Gaustad & Stein

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