Ishares Tr msci usa smlcp shares owned by First Ascent Asset Management
Quarter-by-quarter ownership of Ishares Tr msci usa smlcp (SMLF) shares owned by First Ascent Asset Management
from 13F filings
Historical chart of First Ascent Asset Management investment in Ishares Tr msci usa smlcp
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Quarterly reported holdings in Ishares Tr msci usa smlcp by First Ascent Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $5.6M | 95k | 58.82 |
| 2023-09-30 | $4.7M | 91k | 51.73 |
| 2023-06-30 | $4.4M | 81k | 53.62 |
| 2023-03-31 | $3.9M | 76k | 51.26 |
| 2022-12-31 | $3.7M | 74k | 49.66 |
| 2022-09-30 | $3.4M | 77k | 44.76 |
| 2022-06-30 | $3.4M | 73k | 46.89 |
| 2022-03-31 | $3.5M | 65k | 54.57 |
| 2021-12-31 | $3.0M | 53k | 57.26 |
| 2021-09-30 | $2.2M | 41k | 53.74 |
| 2021-06-30 | $1.9M | 36k | 54.86 |
| 2021-03-31 | $2.0M | 37k | 52.44 |
| 2020-12-31 | $1.6M | 35k | 45.76 |
| 2020-09-30 | $1.1M | 28k | 37.28 |
| 2020-06-30 | $795k | 22k | 35.69 |
| 2020-03-31 | $359k | 12k | 29.77 |
More positions owned by First Ascent Asset Management
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