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Ishares Tr msci usa smlcp shares owned by Facet Wealth

Quarter-by-quarter ownership of Ishares Tr msci usa smlcp (SMLF) shares owned by Facet Wealth from 13F filings

Historical chart of Facet Wealth investment in Ishares Tr msci usa smlcp

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci usa smlcp held by Facet Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr msci usa smlcp by Facet Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $211k 2.7k 78.86

More positions owned by Facet Wealth

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr National Mun Etf (MUB)
Ishares Msci Emrg Chn (EMXC)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Series Trust State Street Spd (SPMD)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Facet Wealth

Top funds holding Ishares Tr msci usa smlcp

Alan Leist III
Ameriprise Financial
Wells Fargo & Company
LPL Financial
ValMark Advisers
Acropolis Investment Management
Vantagepoint Investment Advisers
Cetera Investment Advisers
HighTower Advisors
Financial Management Professionals
Modern Wealth Management
BlackRock
Bsc Private Wealth Management
Ullmann Financial
Cornerstone Planning Group

View all funds holding Ishares Tr msci usa smlcp