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Ishares Tr usa min vo shares owned by Confluence Wealth Services

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

Historical chart of Confluence Wealth Services 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 Confluence Wealth Services 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 Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.1M 38k 83.58
2023-12-31 $4.2M 54k 78.03
2022-03-31 $203k 2.6k 77.36
2021-12-31 $372k 4.6k 80.85

More positions owned by Confluence Wealth Services

Capital Group Divid Value Etf Shs Creation Unit Shs Creation Uni (CGDV)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf Rus 1000grw Etf (IWF)
Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)
Vanguard International High Dividend Yield Etf Intl High Etf (VYMI)
Dimensional Etf Trust U S Sm Cap Etf Us Small Cap Etf (DFAS)
Dimensional Etf Trust Intl Vale Etf Internatnal Val (DFIV)
Ishares Tr Core Div Grwth Core Div Grwth (DGRO)
Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)
Capital Group Intl Focus Shs Creation Unit Shs Creation Uni (CGXU)
Capital Group Divid Growers Etf Shs Etf (CGDG)
Apple (AAPL)
Dimensional Etf Trust World Ex U S Core Equity 2 Etf World Ex Us Core (DFAX)
Microsoft Corporation (MSFT)
Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)

View all positions for Confluence Wealth Services

Top funds holding Ishares Tr usa min vo

Bank of America Corporation
Raymond James & Associates
Pnc Financial Services
Mercer Global Advisors
Jpmorgan Chase & Co
Raymond James Financial Services Advisors
Wells Fargo & Company
UBS Group
Alaska Permanent Fund Corp
Catalyst Capital Advisors
Millburn Ridgefield
Wealth Enhancement Advisory Services
Commonwealth Equity Services
Captrust Financial Advisors
Royal Bank of Canada

View all funds holding Ishares Tr usa min vo