Ishares Tr msci usa small shares owned by Morris Financial Concepts
Quarter-by-quarter ownership of Ishares Tr msci usa small (ESML) shares owned by Morris Financial Concepts
from 13F filings
Historical chart of Morris Financial Concepts investment in Ishares Tr msci usa small
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Quarterly reported holdings in Ishares Tr msci usa small by Morris Financial Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $540k | 12k | 45.08 |
| 2025-06-30 | $505k | 12k | 41.33 |
| 2025-03-31 | $410k | 11k | 38.41 |
| 2024-12-31 | $457k | 11k | 42.05 |
| 2024-09-30 | $438k | 11k | 41.82 |
| 2024-06-30 | $398k | 10k | 38.50 |
| 2024-03-31 | $217k | 5.4k | 40.27 |
| 2023-12-31 | $142k | 3.7k | 38.01 |
| 2023-09-30 | $46k | 1.4k | 33.65 |
| 2023-06-30 | $49k | 1.4k | 35.52 |
| 2023-03-31 | $50k | 1.5k | 33.99 |