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Westview Management dba Westview Investment Advisors Historic Quarter Change: USA ETF, Reduced

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Westview Management dba Westview Investment Advisors historic quarter change: USA ETF, Reduced

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Westview Management dba Westview Investment Advisors opened 9 positions, added to 15, reduced 38 and sold out of 10.

  • Q2 2026: Stock EUFN; Country of operation —; Class MSCI EURO FL ETF; Shares before 145,345.
  • Q2 2026: Stock VLUE; Country of operation —; Class MSCI USA VALUE; Shares before 10,399.
  • Q2 2026: Stock NZF; Country of operation —; Class COM SH BEN INT; Shares before 117,151.
  • Q2 2026: Stock FLJP; Country of operation —; Class FTSE JAPAN ETF; Shares before 126,029.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2073768), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-31); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-08). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026EUFN
ISHARES TR		MSCI EURO FL ETF145,345144,340-1,005$5,065,269$5,627,814+$562,5452026-07-31
Q2 2026VLUE
ISHARES TR		MSCI USA VALUE10,39910,081-318$1,478,691$2,014,231+$535,5402026-07-31
Q2 2026NZF
NUVEEN MUN CR INCOME FD		COM SH BEN INT117,15174,839-42,312$1,426,899$948,963-$477,9362026-07-31
Q2 2026FLJP
FRANKLIN TEMPLETON ETF TR		FTSE JAPAN ETF126,029124,364-1,665$4,559,722$4,943,486+$383,7642026-07-31
Q2 2026SCHM
SCHWAB STRATEGIC TR		US MID-CAP ETF52,48252,225-257$1,624,852$1,925,547+$300,6952026-07-31
Q2 2026VWOB
VANGUARD WHITEHALL FDS		EM MK GOV BD ETF13,0598,346-4,713$857,845$561,201-$296,6442026-07-31
Q2 2026JAAA
JANUS DETROIT STR TR		HENDRSON AAA CL150,019144,078-5,941$7,556,442$7,274,507-$281,9352026-07-31
Q2 2026ILF
ISHARES TR		LATN AMER 40 ETF113,671111,800-1,871$4,037,594$3,773,247-$264,3472026-07-31
Q2 2026IEI
ISHARES TR		3 7 YR TREAS BD100,61299,971-641$11,932,610$11,741,608-$191,0022026-07-31
Q2 2026EVN
EATON VANCE MUN INCOME TR		SH BEN INT32,87413,624-19,250$342,218$153,406-$188,8122026-07-31
Q2 2026IGSB
ISHARES TR		ISHS 1-5YR INVS23,20119,731-3,470$1,219,468$1,034,126-$185,3422026-07-31
Q2 2026NAD
NUVEEN QUALITY MUNCP INCOME		COM53,71135,811-17,900$617,681$434,034-$183,6472026-07-31
Q2 2026MOAT
VANECK ETF TRUST		MRNGSTR WDE MOAT5,7043,751-1,953$551,577$389,954-$161,6232026-07-31
Q2 2026NULG
NUSHARES ETF TR		NUVEEN ESG LRGCP6,9626,462-500$633,129$756,448+$123,3192026-07-31
Q2 2026MMU
WESTERN ASSET MANAGED MUNS F		COM296,657294,741-1,916$3,049,639$3,071,203+$21,5642026-07-31
Q2 2026RSP
INVESCO EXCHANGE TRADED FD T		S&P500 EQL WGT1,3621,129-233$261,304$240,215-$21,0892026-07-31
Q2 2026BBN
BLACKROCK TAX MUNICPAL BD TR		SHS35,69635,005-691$577,199$566,031-$11,1682026-07-31
Q2 2026NULV
NUSHARES ETF TR		NUVEEN ESG LRGVL13,51012,346-1,164$614,718$617,191+$2,4732026-07-31
Q2 2026NUSC
NUSHARES ETF TR		NUVEEN ESG SMLCP5,4004,638-762$243,311$241,714-$1,5972026-07-31
Q2 2026XJH
ISHARES TR		ESG SELECT SCRE8,8377,694-1,143$400,934$401,241+$3072026-07-31
Q1 2026MOAT
VANECK ETF TRUST		MRNGSTR WDE MOAT22,8275,704-17,123$2,363,950$551,577-$1,812,3732026-05-08
Q1 2026VCIT
VANGUARD SCOTTSDALE FDS		INT-TERM CORP162,410148,252-14,158$13,601,846$12,267,819-$1,334,0272026-05-08
Q1 2026JAAA
JANUS DETROIT STR TR		HENDRSON AAA CL164,442150,019-14,423$8,317,485$7,556,442-$761,0432026-05-08
Q1 2026EUFN
ISHARES TR		MSCI EURO FL ETF156,137145,345-10,792$5,791,132$5,065,269-$725,8632026-05-08
Q1 2026EMB
ISHARES TR		JPMORGAN USD EMG78,75773,059-5,698$7,582,677$6,862,388-$720,2892026-05-08
Q1 2026SRLN
SSGA ACTIVE ETF TR		STATE STREET BLA161,147150,006-11,141$6,650,542$6,021,224-$629,3182026-05-08
Q1 2026IEI
ISHARES TR		3 7 YR TREAS BD104,849100,612-4,237$12,513,683$11,932,610-$581,0732026-05-08
Q1 2026VONG
VANGUARD SCOTTSDALE FDS		VNG RUS1000GRW18,62415,609-3,015$2,267,511$1,712,203-$555,3082026-05-08
Q1 2026KRE
SPDR SERIES TRUST		STATE STREET SPD61,89955,717-6,182$4,011,659$3,629,939-$381,7202026-05-08
Q1 2026EYLD
CAMBRIA ETF TR		EMRG SHAREHLDR131,265129,723-1,542$5,031,384$5,371,817+$340,4332026-05-08
Q1 2026SCHM
SCHWAB STRATEGIC TR		US MID-CAP ETF64,89852,482-12,416$1,951,479$1,624,852-$326,6272026-05-08
Q1 2026SCHD
SCHWAB STRATEGIC TR		US DIVIDEND EQ71,25956,630-14,629$1,954,641$1,737,419-$217,2222026-05-08
Q1 2026SHV
ISHARES TR		TRUST ISHARE 0-135,79834,388-1,410$3,943,180$3,796,121-$147,0592026-05-08
Q1 2026BBN
BLACKROCK TAX MUNICPAL BD TR		SHS43,85235,696-8,156$715,671$577,199-$138,4722026-05-08
Q1 2026FLJP
FRANKLIN TEMPLETON ETF TR		FTSE JAPAN ETF134,441126,029-8,412$4,631,488$4,559,722-$71,7662026-05-08
Q1 2026EVN
EATON VANCE MUN INCOME TR		SH BEN INT37,87432,874-5,000$407,524$342,218-$65,3062026-05-08
Q1 2026NZF
NUVEEN MUN CR INCOME FD		COM SH BEN INT118,124117,151-973$1,486,004$1,426,899-$59,1052026-05-08
Q1 2026MMU
WESTERN ASSET MANAGED MUNS F		COM297,109296,657-452$3,101,816$3,049,639-$52,1772026-05-08

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