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Ishares Tr msci usa small shares owned by Great Diamond Partners

Quarter-by-quarter ownership of Ishares Tr msci usa small (ESML) shares owned by Great Diamond Partners from 13F filings

Historical chart of Great Diamond 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 Great Diamond Partners 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 Great Diamond Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $533k 14k 38.01
2023-09-30 $474k 14k 33.65
2023-06-30 $492k 14k 35.52

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Ishares Tr Russell 3000 Etf (IWV)
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Ishares Tr Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Agency Bond Etf (AGZ)
IDEXX Laboratories (IDXX)
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Ishares Tr Core Us Aggbd Et (AGG)
Ishares Core Msci Emkt (IEMG)
First Tr Exchng Traded Fd Vi Vest Us Buffer (FAUG)
Apple (AAPL)
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Ishares Tr 3 7 Yr Treas Bd (IEI)

View all positions for Great Diamond Partners

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
Sei Investments
Bank of America Corporation

View all funds holding Ishares Tr msci usa small