Creekside Partners »

Ishares Tr usa min vo shares owned by Creekside Partners

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

Historical chart of Creekside 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 Creekside Partners 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 Creekside Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 17k 91.31
2024-06-30 $1.5M 17k 83.96

More positions owned by Creekside Partners

Schwab Strategic Tr Intl Eqty Etf (SCHF)
Apple (AAPL)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Msci Gbl Min Vol (ACWV)
Vanguard Index Fds Real Estate Etf (VNQ)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Msci Kld400 Soc (DSI)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Creekside Partners

Top funds holding Ishares Tr usa min vo

Morgan Stanley
Bank of America Corporation
Raymond James & Associates
Pnc Financial Services
Captrust Financial Advisors
LPL Financial
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