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Ishares Tr usa min vo shares owned by Partners Capital Investment Group

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

Historical chart of Partners Capital Investment Group 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 Partners Capital Investment Group 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 Partners Capital Investment Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.6M 33k 78.03
2023-09-30 $2.4M 33k 72.38
2023-06-30 $2.4M 33k 74.33
2021-06-30 $3.6M 49k 73.61
2021-03-31 $3.8M 55k 69.19
2020-12-31 $3.8M 55k 67.88
2020-09-30 $3.5M 55k 63.73
2020-06-30 $24M 388k 60.63
2020-03-31 $12M 229k 54.01

More positions owned by Partners Capital Investment Group

iShares Core S&P 500 ETF Core S&p500 Etf (IVV)
iShares MSCI Emerging Markets ex China ETF Etf - Equity (EMXC)
Vanguard Value ETF Value Etf (VTV)
Vanguard Short-Term Treasury ETF Short Term Treas (VGSH)
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)
iShares Core MSCI Emerging Markets ETF Core Msci Emkt (IEMG)
Ssga Active Etf Tr blkstn gsosrln (SRLN)
SPDR S&P 500 ETF Trust Tr Unit (SPY)
Vanguard Total World Stock ETF Tt Wrld St Etf (VT)
iShares TIPS Bond ETF Tips Bd Etf (TIP)
iShares Currency Hedged MSCI EAFE ETF Hdg Msci Eafe (HEFA)
Vanguard Mun Bd Fd In mutual (VWSUX)
iShares 7-10 Year Treasury Bond ETF 7-10 Yr Trsy Bd (IEF)
iShares 0-5 Year TIPS Bond ETF 0-5 Yr Tips Etf (STIP)
Xtrackers MSCI Japan Hedged Equity ETF Xtrack Msci Japn (DBJP)

View all positions for Partners Capital Investment Group

Top funds holding Ishares Tr usa min vo

Bank of America Corporation
Raymond James & Associates
Pnc Financial Services
Mercer Global Advisors
Jpmorgan Chase & Co
Raymond James Financial Services Advisors
Wells Fargo & Company
UBS Group
Alaska Permanent Fund Corp
Catalyst Capital Advisors
Millburn Ridgefield
Wealth Enhancement Advisory Services
Commonwealth Equity Services
Captrust Financial Advisors
Royal Bank of Canada

View all funds holding Ishares Tr usa min vo