Grey Fox Wealth Advisors »

Ishares Tr msci usa small shares owned by Grey Fox Wealth Advisors

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

Historical chart of Grey Fox 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 Grey Fox Wealth Advisors 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 Grey Fox Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $203k 4.5k 45.08
2023-03-31 $11k 309 33.99
2022-12-31 $8.7k 264 32.88

More positions owned by Grey Fox Wealth Advisors

Vanguard Value ETF Etf (VTV)
Vanguard Growth ETF Etf (VUG)
Vanguard FTSE Developed Markets ETF Etf (VEA)
iShares Core US Aggregate Bond ETF Etf (AGG)
Vanguard Small Cap Value ETF Etf (VBR)
Vanguard Mid Cap ETF IV Etf (VO)
SPDR S&P 600 Small Cap Growth ETF Etf (SLYG)
Vanguard Intermediate Term Bond ETF Etf (BIV)
Vanguard Short Term Cor BD ETF IV Etf (VCSH)
SPDR Index Shares Emerg Markt ETF IV Etf (SPEM)
Vanguard Real Estate ETF Etf (VNQ)
Apple Common Stock (AAPL)
iShares Broad Usd HG YLD CRP BND ETF Etf (USHY)
Nvidia Corp Common Stock (NVDA)
Jpmorgan Smartretirement Blend 2045 R6 Mutual Fund (JMYAX)

View all positions for Grey Fox Wealth Advisors

Top funds holding Ishares Tr msci usa small

FMR
Tiaa Trust, National Association
Northern Trust
Betterment
Creative Planning
Goldman Sachs Group
Vontobel Holding
Fiduciary Trust Company
BlackRock
M^T Bank Corporation
Acorns Advisers
Wells Fargo & Company
Northwestern Mutual Wealth Management Company
Royal Bank of Canada
Ameriprise Financial

View all funds holding Ishares Tr msci usa small