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Ishares Tr msci usavalfct shares owned by HMV Wealth Advisors

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

Historical chart of HMV Wealth Advisors investment in Ishares Tr msci usavalfct

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr msci usavalfct by HMV Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $245k 2.0k 125.05
2025-06-30 $221k 2.0k 113.21

More positions owned by HMV Wealth Advisors

American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ea Series Trust Ea Bridgeway Omn (BSVO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for HMV Wealth Advisors

Top funds holding Ishares Tr msci usavalfct

Northwestern Mutual Wealth Management Company
Mason Investment Advisory Services
Matson Money
Caisse de depot et placement du Quebec
BlackRock
Mercer Global Advisors
Wharton Business Group
Morgan Stanley
Pnc Financial Services
State Treasurer State Of Michigan
LPL Financial
FMR
Kathmere Capital Management
Jpmorgan Chase & Co
M^T Bank Corporation

View all funds holding Ishares Tr msci usavalfct