Ishares Tr msci usa small shares owned by BSW Wealth Partners
Quarter-by-quarter ownership of Ishares Tr msci usa small (ESML) shares owned by BSW Wealth Partners
from 13F filings
Historical chart of BSW Wealth Partners 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 BSW Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr msci usa small by BSW Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $555k | 14k | 40.27 |
| 2023-12-31 | $472k | 12k | 38.01 |
| 2023-09-30 | $494k | 15k | 33.65 |
| 2023-06-30 | $435k | 12k | 35.52 |
| 2023-03-31 | $412k | 12k | 33.99 |
| 2022-12-31 | $394k | 12k | 32.84 |
| 2022-09-30 | $1.3M | 44k | 30.67 |
| 2022-06-30 | $1.0M | 33k | 31.51 |
| 2022-03-31 | $1.4M | 38k | 38.05 |
| 2021-12-31 | $1.7M | 42k | 40.31 |
| 2021-09-30 | $1.7M | 44k | 39.01 |
| 2021-06-30 | $1.2M | 29k | 40.38 |
| 2021-03-31 | $643k | 17k | 38.55 |
| 2020-12-31 | $293k | 8.6k | 34.17 |