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Ishares Tr usa min vo shares owned by Unique Wealth

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

Historical chart of Unique Wealth investment in Ishares Tr usa min vo

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.001211.686k211.6865k211.687k211.6875k211.688k23832,383.523842,384.52385
Value ($)Share countHistorical USMV position of Unique Wealth Source: stockzoa.comValue ($)Share count

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All positions including Ishares Tr usa min vo held by Unique 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 Unique Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $212k 2.4k 88.80

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Ishares Tr National Mun Etf (MUB)
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J P Morgan Exchange Traded F Active Value Etf (JAVA)
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Blackrock Etf Trust Us Eqt Factor (DYNF)
Trimtabs Etf Tr Fcf Us Qlty Etf (ABFL)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Msci Acwi Etf (ACWI)
Tcw Etf Trust Transform System (PWRD)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Unique Wealth

Top funds holding Ishares Tr usa min vo

Morgan Stanley
Bank of America Corporation
Raymond James Financial
FMR
Wealth Enhancement Advisory Services
Pnc Financial Services
LPL Financial
BlackRock
Alaska Permanent Fund Corp
Envestnet Asset Management
UBS Group
Millburn Ridgefield
Wells Fargo & Company
Catalyst Capital Advisors
Jpmorgan Chase & Co

View all funds holding Ishares Tr usa min vo