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Ishares Tr usa min vo shares owned by Maia Wealth

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

Historical chart of Maia 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 Maia 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 Maia Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.5M 17k 85.78

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Spdr Ser Tr Portfolio S&p500 (SPLG)
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Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Microsoft Corporation (MSFT)
Ishares Tr Esg Awr Msci Usa (ESGU)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr U.s. Tech Etf (IYW)
Apple (AAPL)

View all positions for Maia Wealth

Top funds holding Ishares Tr usa min vo

Morgan Stanley
Raymond James & Associates
Bank of America Corporation
Pnc Financial Services
Captrust Financial Advisors
Jpmorgan Chase & Co
BlackRock
LPL Financial
Envestnet Asset Management
Raymond James Financial Services Advisors
Wells Fargo & Company
Catalyst Capital Advisors
Millburn Ridgefield
Wealth Enhancement Advisory Services
Commonwealth Equity Services

View all funds holding Ishares Tr usa min vo