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Ishares Tr msci usa small shares owned by Phillips Financial Management

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

Historical chart of Phillips Financial Management 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 Phillips Financial Management 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 Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $28k 669 41.82

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for Phillips Financial Management

Top funds holding Ishares Tr msci usa small

Tiaa Trust, National Association
Northern Trust
Putnam Fl Investment Management
Goldman Sachs Group
Bank of America Corporation
Creative Planning
Wells Fargo & Company
Fiduciary Trust Company
Vontobel Holding
M^T Bank Corporation
BlackRock
BlackRock
Pathstone Holdings
Acorns Advisers
Northwestern Mutual Wealth Management Company

View all funds holding Ishares Tr msci usa small