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Ishares Tr usa min vo shares owned by BSW Wealth Partners

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

Historical chart of BSW Wealth Partners 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 BSW Wealth Partners 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 BSW Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $361k 4.0k 91.31
2024-06-30 $313k 3.7k 83.96
2024-03-31 $312k 3.7k 83.58

More positions owned by BSW Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Apple Call (AAPL)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Grwt Allocat Etf (AOR)
American Centy Etf Tr Emerging Mkt Val (AVES)
NVIDIA Corporation (NVDA)

View all positions for BSW Wealth Partners

Top funds holding Ishares Tr usa min vo

Morgan Stanley
Bank of America Corporation
Raymond James & Associates
Pnc Financial Services
LPL Financial
BlackRock
BlackRock
Envestnet Asset Management
Alaska Permanent Fund Corp
Wells Fargo & Company
Millburn Ridgefield
Raymond James Financial Services Advisors
Jpmorgan Chase & Co
Catalyst Capital Advisors
Wealth Enhancement Advisory Services

View all funds holding Ishares Tr usa min vo