GoalVest Advisory »

Ishares Tr msci usa small shares owned by GoalVest Advisory

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

Historical chart of GoalVest Advisory 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 GoalVest Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr msci usa small by GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $107k 2.6k 41.82
2024-06-30 $99k 2.6k 38.50
2024-03-31 $103k 2.6k 40.27
2023-12-31 $97k 2.6k 38.01
2023-09-30 $86k 2.6k 33.65
2023-06-30 $30k 849 35.52

More positions owned by GoalVest Advisory

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Growth Etf Etf (VUG)
Vanguard Total Stock Market Etf Etf (VTI)
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)
Alpha Architect 1-3 Month Box Etf Etf (BOXX)
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)
Vanguard Small-cap Etf Etf (VB)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Spdr Nyse Technology Etf Etf (XNTK)
Microsoft Corp Stock (MSFT)
Ishares Select Dividend Etf Etf (DVY)
Nvidia Corporation Stock (NVDA)
Vanguard Russell 2000 Etf Etf (VTWO)
Jpmorgan Chase & Co Stock (JPM)
Visa Inc Com Cl A Stock (V)

View all positions for GoalVest Advisory

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