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Ishares Tr msci usa small shares owned by Old Peak Finance

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

Historical chart of Old Peak Finance 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 Old Peak Finance 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 Old Peak Finance

Quarter filed Position value Share count Share price at filing
2025-12-31 $274k 6.0k 45.98

More positions owned by Old Peak Finance

Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
First Ctzns Bancshares Inc D Cl A (FCNCA)
JPMorgan Chase & Co. (JPM)

View all positions for Old Peak Finance

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