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Ishares Tr msci usa small shares owned by Moneta Group Investment Advisors

Quarter-by-quarter ownership of Ishares Tr msci usa small (ESML) shares owned by Moneta Group Investment Advisors from 13F filings

Historical chart of Moneta Group Investment Advisors 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 Moneta Group Investment Advisors 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 Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.4M 36k 38.01
2023-09-30 $562k 17k 33.65
2023-06-30 $432k 12k 35.52
2022-06-30 $251k 8.0k 31.50

More positions owned by Moneta Group Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Core Msci Emkt (IEMG)
Archer Daniels Midland Company (ADM)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Moneta Group Investment Advisors

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