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Ishares Tr usa min vo shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset Management investment in Ishares Tr usa min vo

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All positions including Ishares Tr usa min vo held by Envestnet Asset Management 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 Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.6B 23M 72.38
2023-06-30 $2.0B 27M 74.33
2023-03-31 $1.9B 26M 72.74
2022-12-31 $1.6B 23M 72.10
2022-09-30 $1.7B 25M 66.10
2022-06-30 $892M 13M 70.21
2022-03-31 $1.0B 13M 77.57
2021-12-31 $1.1B 14M 80.90
2021-09-30 $538M 7.3M 73.50
2021-06-30 $533M 7.2M 73.61
2021-03-31 $692M 10M 69.19
2020-12-31 $1.1B 16M 67.88
2020-09-30 $952M 15M 63.73
2020-06-30 $824M 14M 60.63
2020-03-31 $843M 16M 54.01
2019-12-31 $834M 13M 65.60
2019-09-30 $1.2B 20M 64.10
2019-06-30 $855M 14M 61.73
2019-03-31 $757M 13M 58.80
2018-12-31 $658M 13M 52.40
2018-09-30 $451M 7.9M 57.04
2018-06-30 $248M 4.7M 53.16
2018-03-31 $185M 3.6M 51.50
2017-12-31 $192M 3.6M 52.78
2017-09-30 $179M 3.6M 50.34
2017-06-30 $184M 3.8M 48.93
2017-03-31 $122M 2.5M 47.72
2016-12-31 $110M 2.4M 45.22
2016-09-30 $126M 2.8M 45.43
2016-06-30 $164M 3.5M 46.21
2016-03-31 $137M 3.1M 43.93
2015-12-31 $73M 1.7M 41.81
2015-09-30 $58M 1.5M 39.59
2015-06-30 $41M 1.0M 40.32
2015-03-31 $32M 778k 41.26
2014-12-31 $27M 671k 40.48
2014-09-30 $17M 461k 37.68
2014-06-30 $14M 369k 37.22
2014-03-31 $13M 351k 36.05
2013-12-31 $11M 307k 35.50
2013-09-30 $9.4M 284k 33.23
2013-06-30 $1.1M 33k 32.56

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Total Usd (IUSB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Mbs Etf (MBB)

View all positions for Envestnet Asset Management

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