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Ishares Tr msci usa small shares owned by OLIO Financial Planning

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

Historical chart of OLIO Financial Planning 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 OLIO Financial Planning 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 OLIO Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $497k 11k 45.08
2025-06-30 $452k 11k 41.33
2025-03-31 $415k 11k 38.41
2024-12-31 $326k 7.8k 42.05

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Spdr Series Trust Portfolio Short (SPSB)
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Apple (AAPL)

View all positions for OLIO Financial Planning

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