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Ishares Tr msci usa small shares owned by Cornerstone Wealth Advisors

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

Historical chart of Cornerstone 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 Cornerstone Wealth 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 Cornerstone Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $232k 5.6k 41.82
2024-06-30 $214k 5.6k 38.50

More positions owned by Cornerstone Wealth Advisors

Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)

View all positions for Cornerstone Wealth Advisors

Top funds holding Ishares Tr msci usa small

Tiaa Trust, National Association
Northern Trust
Putnam Fl Investment Management
Goldman Sachs Group
Bank of America Corporation
Creative Planning
Wells Fargo & Company
Fiduciary Trust Company
Vontobel Holding
M^T Bank Corporation
BlackRock
BlackRock
Pathstone Holdings
Acorns Advisers
Northwestern Mutual Wealth Management Company

View all funds holding Ishares Tr msci usa small