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Ishares Tr msci usa small shares owned by Towerpoint Wealth

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

Historical chart of Towerpoint Wealth 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 Towerpoint Wealth 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 Towerpoint Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $715k 18k 40.27
2023-12-31 $635k 17k 38.01
2023-09-30 $585k 17k 33.65
2023-06-30 $450k 13k 35.52
2023-03-31 $271k 8.0k 33.99

More positions owned by Towerpoint Wealth

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
First Tr Exchange-traded First Tr Enh New (FTSM)
First Tr Value Line Divid In SHS (FVD)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr Ser Tr S&p Kensho New (KOMP)
Microsoft Corporation (MSFT)
Apple (AAPL)

View all positions for Towerpoint Wealth

Top funds holding Ishares Tr msci usa small

Putnam Fl Investment Management
Goldman Sachs Group
Tiaa Trust, National Association
Vontobel Holding
Creative Planning
Fiduciary Trust Company
M^T Bank Corporation
Pathstone Holdings
Citizens Financial Group
UBS Group
Betterment
Commonwealth Equity Services
Royal Bank of Canada
Bank of America Corporation
Wells Fargo & Company

View all funds holding Ishares Tr msci usa small