Vista Private Wealth Partners »

Ishares Tr msci usa small shares owned by Vista Private Wealth Partners

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

Historical chart of Vista Private Wealth Partners 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 Vista Private Wealth Partners 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 Vista Private Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $8.3k 198 41.95
2024-09-30 $12k 314 38.51
2024-06-30 $12k 314 38.51

More positions owned by Vista Private Wealth Partners

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Us Sml Cap Eqt (SMLF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p Mc 400gr Etf (IJK)

View all positions for Vista Private Wealth Partners

Top funds holding Ishares Tr msci usa small

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

View all funds holding Ishares Tr msci usa small