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Ishares Tr msci usavalfct shares owned by Moneywise

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

Historical chart of Moneywise investment in Ishares Tr msci usavalfct

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

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Quarterly reported holdings in Ishares Tr msci usavalfct by Moneywise

Quarter filed Position value Share count Share price at filing
2026-03-31 $458k 3.2k 142.18

More positions owned by Moneywise

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Strategy Eventide Us Mrkt (ESUM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Rus 2000 Val Etf (IWN)
Select Sector Spdr Tr State Street Ene (XLE)
Select Sector Spdr Tr State Street Mat (XLB)
Ishares Tr Russell 2000 Etf (IWM)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Moneywise

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
Wells Fargo & Company
FMR
Pnc Financial Services
Kathmere Capital Management
Janney Montgomery Scott

View all funds holding Ishares Tr msci usavalfct