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Ishares Tr msci usa small shares owned by Balanced Rock Investment Advisors

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

Historical chart of Balanced Rock 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 Balanced Rock 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 Balanced Rock Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.2M 55k 40.27

More positions owned by Balanced Rock Investment Advisors

Ishares Tr Esg Adv Ttl Usd (EUSB)
Ishares Tr Esg Msci Usa Etf (USXF)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Esg Eafe Etf (DMXF)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Manager Directed Portfolios Vert Glb Sust Re (VGSR)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Pimco Equity Ser Rafi Esg Us (RAFE)
Vanguard World Esg Intl Stk Etf (VSGX)
Ishares Tr Egsadvncdmsci Em (EMXF)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Esg Advncd Hy Bd (HYXF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Balanced Rock Investment Advisors

Top funds holding Ishares Tr msci usa small

Putnam Fl Investment Management
Goldman Sachs Group
Northern Trust
Tiaa Trust, National Association
Bank of America Corporation
Creative Planning
Fiduciary Trust Company
FMR
Vontobel Holding
M^T Bank Corporation
Pathstone Holdings
Citizens Financial Group
Betterment
Acorns Advisers
UBS Group

View all funds holding Ishares Tr msci usa small