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Ishares Tr usa min vo shares owned by Highline Wealth Partners

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

Historical chart of Highline Wealth Partners investment in Ishares Tr usa min vo

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All positions including Ishares Tr usa min vo held by Highline Wealth Partners 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 Highline Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $15k 160 91.31
2024-06-30 $36k 425 83.96
2024-03-31 $22k 265 83.58
2023-12-31 $21k 268 78.03
2023-09-30 $19k 268 72.38

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Microsoft Corp Stock (MSFT)
iShares Core MSCI EAFE ETF Etf (IEFA)
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Meta Platforms Inc Cl A Stock (META)
Amazon Stock (AMZN)
iShares U.S. Treasury Bond ETF Etf (GOVT)
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Global X 1-3 Month T-Bill ETF Etf (CLIP)
iShares Core MSCI Emerging Mkts ETF Etf (IEMG)

View all positions for Highline Wealth Partners

Top funds holding Ishares Tr usa min vo

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