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USMV
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Position history for Beacon Pointe Advisors, LLC's holdings in ISHARES TR

Beacon Pointe Advisors, LLC holds 1.4M shares of USMV (ISHARES TR), worth $125.8M as of 2026-Q1. The position was increased (+468.8% shares). USMV represents 0.7% of Beacon Pointe Advisors, LLC's portfolio.

Current Value

$125.8M

Current Shares

1.4M

Total Value Change

+$104.8M

Total Shares Change

+1.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.4M
+468.8%
$125.8M0.7%$97.21
69
2025-Q4
Increased
238,418
+2.2%
$22.4M0.2%$94.95
35
2025-Q3
Increased
233,331
+7.1%
$22.2M0.2%$94.33
37
2025-Q2
Increased
217,893
+0.7%
$20.5M0.2%$92.27
34
2025-Q1
Decreased
216,341
-0.6%
$20.3M0.2%$91.68
0
2024-Q4
Decreased
217,641
-9.2%
$19.3M0.2%$87.40
0
2024-Q3
Decreased
239,731
-3.9%
$21.9M0.3%$89.30
0
2024-Q2
Decreased
249,534
-3.3%
$21M0.2%$81.96
0

Other major holders of USMV: ENVESTNET ASSET MANAGEMENT INC, MORGAN STANLEY

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