Minot Wealth Management »

Ishares Tr msci usavalfct shares owned by Minot Wealth Management

Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Minot Wealth Management from 13F filings

Historical chart of Minot Wealth Management investment in Ishares Tr msci usavalfct

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci usavalfct held by Minot Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr msci usavalfct by Minot Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $502k 5.5k 90.53
2022-03-31 $308k 2.9k 104.48
2021-12-31 $235k 2.2k 109.30

More positions owned by Minot Wealth Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Abbvie (ABBV)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
UnitedHealth (UNH)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Accenture Plc Ireland Shs Class A (ACN)
Broadcom (AVGO)
Johnson & Johnson (JNJ)
Home Depot (HD)
Thermo Fisher Scientific (TMO)

View all positions for Minot Wealth Management

Top funds holding Ishares Tr msci usavalfct

Northwestern Mutual Wealth Management Company
Mason Investment Advisory Services
Matson Money
Mercer Global Advisors
Bank of America Corporation
Envestnet Asset Management
BlackRock
BlackRock
Franklin Resources
Wharton Business Group
M^T Bank Corporation
Morgan Stanley
HPM Partners
Life Line Wealth Management
LPL Financial

View all funds holding Ishares Tr msci usavalfct