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Ishares Tr msci usa small shares owned by Lwm Advisors

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

Historical chart of Lwm 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 Lwm Advisors 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 Lwm Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $308k 6.8k 45.08
2025-06-30 $268k 6.5k 41.33
2025-03-31 $252k 6.5k 38.76

More positions owned by Lwm Advisors

Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Apple (AAPL)
Ishares Tr Esg Msci Kld 400 (DSI)
Vanguard World Mega Grwth Ind (MGK)
Vanguard World Mega Cap Val Etf (MGV)

View all positions for Lwm 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