Baker Ellis Asset Management »

Ishares Tr usa min vo shares owned by Baker Ellis Asset Management

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Baker Ellis Asset Management from 13F filings

Historical chart of Baker Ellis Asset Management investment in Ishares Tr usa min vo

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr usa min vo held by Baker Ellis Asset Management 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 usa min vo by Baker Ellis Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $202k 2.1k 95.14

More positions owned by Baker Ellis Asset Management

Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Vanguard World Inf Tech Etf (VGT)
Vanguard Whitehall Fds High Div Yld (VYM)
Sterling Construction Company (STRL)
Dimensional Etf Trust Intl Small Cap V (DISV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
JPMorgan Chase & Co. (JPM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Lam Research Corp Com New (LRCX)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Broadcom (AVGO)
Ishares Tr Core Msci Total (IXUS)

View all positions for Baker Ellis Asset Management

Top funds holding Ishares Tr usa min vo

Raymond James Financial
Morgan Stanley
FMR
Wealth Enhancement Advisory Services
LPL Financial
Pnc Financial Services
BlackRock
Envestnet Asset Management
Catalyst Capital Advisors
Millburn Ridgefield
UBS Group
Wells Fargo & Company
Jpmorgan Chase & Co
Two Sigma Investments
Ameriprise Financial

View all funds holding Ishares Tr usa min vo