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Ishares Tr usa min vo shares owned by Wealthsimple

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

Historical chart of Wealthsimple investment in Ishares Tr usa min vo

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All positions including Ishares Tr usa min vo held by Wealthsimple 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 Wealthsimple

Quarter filed Position value Share count Share price at filing
2022-09-30 $2.3M 34k 66.09
2022-06-30 $2.4M 34k 70.20
2022-03-31 $2.7M 34k 77.56
2021-12-31 $2.8M 34k 80.90

More positions owned by Wealthsimple

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Msci Emerg Mrkt (EEMV)
Goldman Sachs Etf Tr Activebeta Wrld (GLOV)
Ishares Tr Core Msci Eafe (IEFA)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Msci Gbl Min Vol (ACWV)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Toronto Dominion Bk Ont Com New (TD)
Rbc Cad (RY)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Ishares Msci Cda Etf (EWC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard World Esg Intl Stk Etf (VSGX)

View all positions for Wealthsimple

Top funds holding Ishares Tr usa min vo

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

View all funds holding Ishares Tr usa min vo