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Ishares Tr usa min vo shares owned by Baring Financial

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Baring Financial from 13F filings

Historical chart of Baring Financial 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 Baring Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr usa min vo by Baring Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 18k 95.14
2025-06-30 $1.8M 19k 93.87
2025-03-31 $1.9M 21k 93.66
2024-12-31 $2.0M 23k 88.79

More positions owned by Baring Financial

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard World Mega Grwth Ind (MGK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Exp World Holdings Inc equities (EXPI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)

View all positions for Baring Financial

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