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Ishares Tr msci usavalfct shares owned by Heirloom Wealth Management

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

Historical chart of Heirloom Wealth Management investment in Ishares Tr msci usavalfct

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr msci usavalfct by Heirloom Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.1M 7.7k 142.19

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Top funds holding Ishares Tr msci usavalfct

Northwestern Mutual Wealth Management Company
Mason Investment Advisory Services
Matson Money
BlackRock
Mercer Global Advisors
Wharton Business Group
FMR
Pnc Financial Services
LPL Financial
Kathmere Capital Management
State Treasurer State Of Michigan
Caisse de depot et placement du Quebec
UBS Group
Wells Fargo & Company
Janney Montgomery Scott

View all funds holding Ishares Tr msci usavalfct