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Ishares Tr msci usa small shares owned by Plum Street Advisors

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

Historical chart of Plum Street 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 Plum Street 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 Plum Street Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.1M 68k 45.08
2025-06-30 $2.4M 58k 41.33
2025-03-31 $2.2M 56k 38.41
2024-12-31 $2.3M 56k 42.05
2024-09-30 $1.8M 43k 41.82
2024-06-30 $1.6M 42k 38.50
2024-03-31 $1.8M 43k 41.82
2023-12-31 $1.5M 40k 38.01