Values Added Financial »

Ishares Tr msci usa small shares owned by Values Added Financial

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

Historical chart of Values Added Financial 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 Values Added Financial 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 Values Added Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $219k 5.4k 40.27
2023-12-31 $207k 5.4k 38.01
2023-09-30 $231k 6.9k 33.65
2023-06-30 $244k 6.9k 35.52

More positions owned by Values Added Financial

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Tcw Transform Etf Trust Transfrm 500 Etf (VOTE)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Values Added Financial

Top funds holding Ishares Tr msci usa small

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

View all funds holding Ishares Tr msci usa small