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Ishares Tr usa min vo shares owned by Morris Retirement Advisors

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

Historical chart of Morris Retirement 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 Morris Retirement 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 Morris Retirement Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $212k 2.3k 92.73
2022-03-31 $208k 2.7k 77.55
2021-12-31 $217k 2.7k 80.91
2021-09-30 $210k 2.9k 73.58
2021-06-30 $260k 3.5k 73.68
2021-03-31 $389k 5.6k 69.11
2020-12-31 $3.5M 51k 67.88

More positions owned by Morris Retirement Advisors

Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Pimco Etf Tr Active Bd Etf (BOND)
Ssga Active Etf Tr State Street Bla (SRLN)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Us Aer Def Etf (ITA)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE)
Ishares Msci Sth Kor Etf (EWY)
Vaneck Etf Trust Junior Gold Mine (GDXJ)
Spdr Series Trust State Street Spd (KBE)
Ishares Tr MRGSTR SM CP GR (ISCG)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)

View all positions for Morris Retirement Advisors

Top funds holding Ishares Tr usa min vo

Raymond James Financial
Bank of America Corporation
Morgan Stanley
FMR
LPL Financial
Pnc Financial Services
Millburn Ridgefield
Catalyst Capital Advisors
Envestnet Asset Management
Wells Fargo & Company
UBS Group
BlackRock
Ameriprise Financial
Cetera Investment Advisers
Commonwealth Equity Services

View all funds holding Ishares Tr usa min vo