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Ishares Tr usa min vo shares owned by Beacon Advisors Holdings

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

Historical chart of Beacon Advisors Holdings 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 Beacon Advisors Holdings 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 Beacon Advisors Holdings

Quarter filed Position value Share count Share price at filing
2025-12-31 $12M 132k 94.16

More positions owned by Beacon Advisors Holdings

Ishares Tr Core S&p500 Etf (IVV)
Fidelity Covington Trust Vlu Factor Etf (FVAL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Beacon Advisors Holdings

Top funds holding Ishares Tr usa min vo

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

View all funds holding Ishares Tr usa min vo