Ishares Tr msci usa small shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr msci usa small (ESML) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Ishares Tr msci usa small
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Quarterly reported holdings in Ishares Tr msci usa small by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $5.4M | 143k | 38.01 |
| 2023-09-30 | $5.3M | 157k | 33.65 |
| 2023-06-30 | $5.4M | 22k | 242.12 |
| 2023-03-31 | $941k | 10k | 90.45 |
| 2022-12-31 | $4.1M | 124k | 32.88 |
| 2022-09-30 | $3.8M | 122k | 30.67 |
| 2022-06-30 | $4.1M | 130k | 31.50 |
| 2022-03-31 | $4.3M | 113k | 38.04 |
| 2021-12-31 | $4.4M | 109k | 40.32 |
| 2021-09-30 | $4.1M | 30k | 135.97 |
| 2021-06-30 | $4.0M | 99k | 40.37 |
| 2021-03-31 | $3.7M | 96k | 38.54 |
| 2020-12-31 | $3.0M | 89k | 34.13 |
| 2020-09-30 | $2.3M | 86k | 26.52 |
| 2020-06-30 | $2.1M | 85k | 25.07 |
| 2020-03-31 | $755k | 38k | 19.95 |
| 2019-12-31 | $495k | 17k | 28.91 |
| 2019-09-30 | $402k | 15k | 26.71 |
| 2019-06-30 | $216k | 8.0k | 26.98 |