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Ishares Tr usa min vo shares owned by Harpswell Capital Advisors

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

Historical chart of Harpswell Capital Advisors 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 Harpswell Capital Advisors 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 Harpswell Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $371k 4.0k 92.74

More positions owned by Harpswell Capital Advisors

Vanguard World Esg Intl Stk Etf (VSGX)
Vanguard World Esg Us Stk Etf (ESGV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Guggenheim Strategic Opportu Com Sbi (GOF)
Ishares Tr Msci India Etf (INDA)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Msci Eafe (IEFA)
Global X Fds S&p 500 Catholic (CATH)
Vanguard World Extended Dur (EDV)

View all positions for Harpswell Capital Advisors

Top funds holding Ishares Tr usa min vo

Raymond James Financial
FMR
LPL Financial
Pnc Financial Services
BlackRock
Millburn Ridgefield
Catalyst Capital Advisors
Wells Fargo & Company
Envestnet Asset Management
UBS Group
Ameriprise Financial
Two Sigma Investments
Cetera Investment Advisers
Commonwealth Equity Services
Northwestern Mutual Wealth Management Company

View all funds holding Ishares Tr usa min vo