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Showing 8 of 26 quarters

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

Beacon Pointe Advisors, LLC holds 1.4M shares of USMV (ISHARES TR), worth $136.9M as of 2026-Q2. The position was increased (+4.7% shares). USMV represents 0.6% of Beacon Pointe Advisors, LLC's portfolio.

Current Value

$136.9M

Current Shares

1.4M

Total Value Change

+$115M

Total Shares Change

+1.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.4M
+4.7%
$136.9M0.6%$96.14
45
2026-Q1
Increased
1.4M
+468.8%
$125.8M0.7%$92.15
69
2025-Q4
Increased
238,418
+2.2%
$22.4M0.2%$93.18
35
2025-Q3
Increased
233,331
+7.1%
$22.2M0.2%$93.76
37
2025-Q2
Increased
217,893
+0.7%
$20.5M0.2%$92.15
34
2025-Q1
Decreased
216,341
-0.6%
$20.3M0.2%$91.62
0
2024-Q4
Decreased
217,641
-9.2%
$19.3M0.2%$86.55
0
2024-Q3
Decreased
239,731
-3.9%
$21.9M0.3%$88.60
0

Other major holders of USMV: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, ENVESTNET ASSET MANAGEMENT INC, MORGAN STANLEY

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