Moss Adams Wealth Advisors »

Ishares Tr msci usa small shares owned by Moss Adams Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr msci usa small (ESML) shares owned by Moss Adams Wealth Advisors from 13F filings

Historical chart of Moss Adams Wealth 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 Moss Adams Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr msci usa small by Moss Adams Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.2M 80k 40.27
2023-12-31 $3.2M 83k 38.01
2023-09-30 $2.7M 81k 33.75
2023-06-30 $2.5M 72k 35.52
2023-03-31 $2.3M 66k 33.99
2022-12-31 $1.6M 50k 32.88

More positions owned by Moss Adams Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Global X Fds Us Infr Dev Etf (PAVE)
Vaneck Etf Trust Semiconductr Etf (SMH)
Select Sector Spdr Tr Communication (XLC)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)
Ishares Tr Russell 3000 Etf (IWV)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Roblox Corp Cl A (RBLX)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)

View all positions for Moss Adams Wealth 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
Sei Investments
Bank of America Corporation

View all funds holding Ishares Tr msci usa small