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Ishares Tr msci usa small shares owned by Cook Wealth Management Group

Quarter-by-quarter ownership of Ishares Tr msci usa small (ESML) shares owned by Cook Wealth Management Group from 13F filings

Historical chart of Cook Wealth Management Group 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 Cook Wealth Management Group 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 Cook Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $457k 12k 37.06
2023-09-30 $366k 12k 31.33
2023-06-30 $246k 6.7k 36.57

More positions owned by Cook Wealth Management Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Intl Qualty (IQLT)
Global X Fds Nasdaq 100 Cover (QYLD)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr National Mun Etf (MUB)
BlackRock Enhanced Dividend Achievers Tr (BDJ)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Invesco Actively Managed Etf Total Return (GTO)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Esg Awr Msci Usa (ESGU)

View all positions for Cook Wealth Management Group

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