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Ishares Tr msci usavalfct shares owned by Morton Brown Family Wealth

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

Historical chart of Morton Brown Family Wealth investment in Ishares Tr msci usavalfct

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr msci usavalfct by Morton Brown Family Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.5k 23 108.30
2023-12-31 $2.6k 26 101.15
2021-12-31 $10k 90 111.11

More positions owned by Morton Brown Family Wealth

Schwab U.s. Broad Market Etf Etf (SCHB)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Schwab International Small-cap Equity Etf Etf (SCHC)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Short-term National Muni Bond Etf Etf (SUB)
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)
Ishares Global Reit Etf Etf (REET)
Vanguard Total International Bond Etf Etf (BNDX)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Spdr S&p 600 Small Cap Value Etf Etf (SLYV)
Ishares Msci Eafe Etf Etf (EFA)

View all positions for Morton Brown Family Wealth

Top funds holding Ishares Tr msci usavalfct

Northwestern Mutual Wealth Management Company
Mason Investment Advisory Services
Matson Money
Mercer Global Advisors
Envestnet Asset Management
Bank of America Corporation
BlackRock
GFG Capital
Wharton Business Group
M^T Bank Corporation
Morgan Stanley
LPL Financial
HPM Partners
Pnc Financial Services
UBS Group

View all funds holding Ishares Tr msci usavalfct