MSH Capital Advisors LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 2056306
SCOTTSDALE, AZ
Position in CGDV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,210,700
+$421,085 QoQ
Shares Held
44,860
+6.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#118
of 204 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CGDV Over Time
Shares Held
Position Value (USD)
All Filings in CGDV
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,210,700 | 44,860 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,789,615 | 42,069 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,566,676 | 35,900 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $908,142 | 21,607 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $810,887 | 20,534 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,003,337 | 28,152 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $979,134 | 27,769 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $918,543 | 25,207 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $791,571 | 23,987 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $340,632 | 10,481 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $219,383 | 7,352 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||