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Ishares Tr usa min vo shares owned by Muirfield Wealth Advisors

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

Historical chart of Muirfield Wealth 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 Muirfield Wealth 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 Muirfield Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.8M 41k 91.31
2024-06-30 $3.5M 41k 83.96
2024-03-31 $3.3M 40k 83.58
2023-12-31 $3.1M 40k 78.03

More positions owned by Muirfield Wealth Advisors

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Usa Min Vol (USMV)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)

View all positions for Muirfield Wealth Advisors

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