Ishares Tr msci usavalfct shares owned by MA Private Wealth
Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by MA Private Wealth
from 13F filings
Historical chart of MA Private Wealth investment in Ishares Tr msci usavalfct
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Quarterly reported holdings in Ishares Tr msci usavalfct by MA Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 12k | 125.05 |
| 2025-06-30 | $1.4M | 12k | 113.21 |
| 2025-03-31 | $1.3M | 12k | 106.65 |
| 2024-12-31 | $1.3M | 12k | 105.61 |
| 2024-09-30 | $1.3M | 12k | 109.04 |
| 2024-06-30 | $1.3M | 12k | 103.46 |
| 2024-03-31 | $1.4M | 13k | 108.31 |
| 2023-12-31 | $1.4M | 14k | 101.16 |
| 2023-09-30 | $1.5M | 16k | 90.72 |
| 2023-06-30 | $1.5M | 16k | 93.79 |
| 2023-03-31 | $1.5M | 16k | 92.59 |
| 2022-12-31 | $2.8M | 31k | 91.14 |
| 2022-09-30 | $2.8M | 31k | 89.26 |
| 2022-06-30 | $2.8M | 31k | 90.61 |
| 2022-03-31 | $13M | 120k | 104.57 |
| 2021-12-31 | $19M | 177k | 109.47 |
| 2021-09-30 | $20M | 197k | 100.70 |
| 2021-06-30 | $20M | 190k | 105.06 |
| 2021-03-31 | $20M | 190k | 102.46 |
| 2020-12-31 | $17M | 200k | 86.91 |
| 2020-09-30 | $13M | 174k | 73.78 |
| 2020-06-30 | $12M | 172k | 72.28 |