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Ishares Tr msci usa small shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter-by-quarter ownership of Ishares Tr msci usa small (ESML) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management from 13F filings

Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management 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 Empirical Financial Services, LLC d/b/a Empirical Wealth Management 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 Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 254k 41.82
2024-06-30 $9.4M 244k 38.50
2024-03-31 $10M 251k 40.27
2023-12-31 $9.3M 244k 38.01
2023-09-30 $7.8M 233k 33.65
2023-06-30 $8.2M 231k 35.52
2023-03-31 $6.8M 201k 33.99
2022-12-31 $6.3M 192k 32.88
2022-09-30 $5.4M 176k 30.67
2022-06-30 $5.0M 160k 31.50
2022-03-31 $5.7M 151k 38.04
2021-12-31 $5.6M 140k 40.32
2021-09-30 $5.2M 132k 39.01
2021-06-30 $4.2M 103k 40.37
2021-03-31 $3.5M 90k 38.54
2020-12-31 $2.7M 80k 34.14
2020-09-30 $1.7M 64k 26.52
2020-06-30 $1.3M 50k 25.08
2020-03-31 $743k 37k 19.94
2019-12-31 $210k 7.3k 28.93