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Ishares Tr msci usa small shares owned by Pacific Excel Wealth Advisors

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

Historical chart of Pacific Excel Wealth 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 Pacific Excel Wealth 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 Pacific Excel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $310k 5.5k 55.93

More positions owned by Pacific Excel Wealth Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Rusel 2500 Etf (SMMD)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Apple (AAPL)
NVIDIA Corporation (NVDA)
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Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Grayscale Bitcoin Mini Tr Et Shs New (BTC)
Microsoft Corporation (MSFT)
Ishares Tr Broad Usd High (USHY)

View all positions for Pacific Excel Wealth Advisors

Top funds holding Ishares Tr msci usa small

FMR
Northern Trust
Bank of America Corporation
Betterment
Creative Planning
Goldman Sachs Group
TIAA Wealth Investment Management
Fiduciary Trust Company
Vontobel Holding
BlackRock
Wells Fargo & Company
Tiaa-cref Individual & Institutional Services
Acorns Advisers
M^T Bank Corporation
Northwestern Mutual Wealth Management Company

View all funds holding Ishares Tr msci usa small