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Ishares Tr usa min vo shares owned by Facet Wealth

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

Historical chart of Facet Wealth 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 Facet Wealth 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 Facet Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $16M 202k 80.03
2023-09-30 $7.9M 111k 71.75
2023-06-30 $2.2M 30k 74.99

More positions owned by Facet Wealth

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Facet Wealth

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