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Ishares Tr usa min vo shares owned by Graham Capital Wealth Management

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

Historical chart of Graham Capital Wealth Management 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 Graham Capital Wealth 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 Graham Capital Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.1M 37k 83.81
2023-03-31 $1.4M 2.0k 727.50

More positions owned by Graham Capital Wealth Management

Ishares Gold Tr Ishares New (IAU)
Cheniere Energy Com New (LNG)
Equity Comwlth Com Sh Ben Int (EQC)
Ishares Tr Msci Usa Min Vol (USMV)
Warrior Met Coal (HCC)
Franco-Nevada Corporation (FNV)
Dollar General (DG)
EOG Resources (EOG)
Dominion Resources (D)
Cabot Oil & Gas Corporation (CTRA)
Kinetik Holdings Com New Cl A (KNTK)
Equity Comwlth 6.5% CNV PFD D (EQC.PD)
Alphabet Cap Stk Cl A (GOOGL)
Vermilion Energy (VET)
Microsoft Corporation (MSFT)

View all positions for Graham Capital Wealth 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