United Advisor Group »

Ishares Tr msci usavalfct shares owned by United Advisor Group

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

Historical chart of United Advisor Group investment in Ishares Tr msci usavalfct

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr msci usavalfct by United Advisor Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $219k 1.6k 136.71

More positions owned by United Advisor Group

NVIDIA Corporation (NVDA)
Apple (AAPL)
Amazon Call Option (AMZN)
Palantir Technologies Cl A (PLTR)
Ea Series Trust Strive 500 Etf (STRV)
Microsoft Corporation (MSFT)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Danaher Corporation Call Option (DHR)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Alphabet Cap Stk Cl A (GOOGL)
Wisdomtree Tr Us Largecap Divd (DLN)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Series Trust State Street Spd (SPYG)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)

View all positions for United Advisor Group

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
Pnc Financial Services
LPL Financial
FMR
Kathmere Capital Management
State Treasurer State Of Michigan
Caisse de depot et placement du Quebec
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company

View all funds holding Ishares Tr msci usavalfct