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Ishares Tr msci usa smlcp shares owned by First Foundation Advisors

Quarter-by-quarter ownership of Ishares Tr msci usa smlcp (SMLF) shares owned by First Foundation Advisors from 13F filings

Historical chart of First Foundation Advisors investment in Ishares Tr msci usa smlcp

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci usa smlcp held by First Foundation Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr msci usa smlcp by First Foundation Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $354k 6.0k 58.82
2023-09-30 $312k 6.0k 51.73
2023-06-30 $323k 6.0k 53.62

More positions owned by First Foundation Advisors

Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
United Parcel Service CL B (UPS)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Tr Rus Mid Cap Etf (IWR)
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)
Philip Morris International (PM)

View all positions for First Foundation Advisors

Top funds holding Ishares Tr msci usa smlcp

Alan Leist III
Wells Fargo & Company
Acropolis Investment Management
Ullmann Financial
Bsc Private Wealth Management
Financial Management Professionals
CWM
Mercer Global Advisors
Gyl Financial Synergies
UBS Group
Bank of America Corporation
HPM Partners
First Ascent Asset Management
Addison Advisors
Wade Financial Advisory

View all funds holding Ishares Tr msci usa smlcp