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Ishares Tr msci usa small shares owned by Bourgeon Capital Management

Quarter-by-quarter ownership of Ishares Tr msci usa small (ESML) shares owned by Bourgeon Capital Management from 13F filings

Historical chart of Bourgeon Capital Management investment in Ishares Tr msci usa small

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci usa small held by Bourgeon Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr msci usa small by Bourgeon Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $27k 710 38.01
2023-09-30 $21k 635 33.65
2023-06-30 $19k 530 35.52

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Amgen (AMGN)
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View all positions for Bourgeon Capital Management

Top funds holding Ishares Tr msci usa small

Putnam Fl Investment Management
Goldman Sachs Group
Tiaa Trust, National Association
Vontobel Holding
Creative Planning
Fiduciary Trust Company
M^T Bank Corporation
Pathstone Holdings
Citizens Financial Group
UBS Group
Betterment
Commonwealth Equity Services
Royal Bank of Canada
Bank of America Corporation
Wells Fargo & Company

View all funds holding Ishares Tr msci usa small