Ishares Tr msci usa small shares owned by Modera Wealth Management
Quarter-by-quarter ownership of Ishares Tr msci usa small (ESML) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in Ishares Tr msci usa small
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Quarterly reported holdings in Ishares Tr msci usa small by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $8.7M | 228k | 38.01 |
| 2023-09-30 | $7.0M | 209k | 33.65 |
| 2023-06-30 | $7.2M | 202k | 35.52 |
| 2023-03-31 | $661k | 20k | 33.99 |
| 2022-12-31 | $621k | 19k | 32.88 |
| 2022-09-30 | $250k | 8.1k | 30.72 |
| 2022-06-30 | $256k | 8.1k | 31.46 |
| 2022-03-31 | $320k | 8.4k | 38.05 |
| 2021-12-31 | $347k | 8.6k | 40.32 |