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Ishares Tr msci usa small shares owned by Falcon Wealth Planning

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

Historical chart of Falcon Wealth Planning 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 Falcon Wealth Planning 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 Falcon Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $242k 5.8k 41.82
2024-06-30 $259k 6.7k 38.50
2024-03-31 $276k 6.9k 40.27
2023-12-31 $239k 6.3k 38.01
2023-09-30 $210k 6.2k 33.65

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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