Pearl Planning »

Ishares Tr msci usa small shares owned by Pearl Planning

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

Historical chart of Pearl 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 Pearl Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr msci usa small by Pearl Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.0M 43k 47.02

More positions owned by Pearl Planning

Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Intl Eqt Etf (AVDE)
J P Morgan Exchange Traded F Income Etf (JPIE)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Ea Series Trust Freedom 100 Em (FRDM)
Ishares Tr Core Div Grwth (DGRO)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard World Esg Us Stk Etf (ESGV)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
T Rowe Price Etf Small Mid Cap (TMSL)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust State Street Spd (BIL)

View all positions for Pearl Planning

Top funds holding Ishares Tr msci usa small

FMR
Tiaa Trust, National Association
Northern Trust
Betterment
Creative Planning
Goldman Sachs Group
Fiduciary Trust Company
Vontobel Holding
BlackRock
Wells Fargo & Company
M^T Bank Corporation
Acorns Advisers
Northwestern Mutual Wealth Management Company
Ameriprise Financial
Sand Hill Advisors

View all funds holding Ishares Tr msci usa small