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Ishares Tr msci usa small shares owned by Lake Street Advisors Group

Quarter-by-quarter ownership of Ishares Tr msci usa small (ESML) shares owned by Lake Street Advisors Group from 13F filings

Historical chart of Lake Street Advisors Group 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 Lake Street Advisors Group 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 Lake Street Advisors Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.1M 32k 33.67
2023-06-30 $1.1M 32k 35.52
2023-03-31 $834k 25k 33.99
2022-12-31 $720k 22k 32.88

More positions owned by Lake Street Advisors Group

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Scp Etf (IJR)
Brookfield Infrast Partners Lp Int Unit (BIP)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Lake Street Advisors Group

Top funds holding Ishares Tr msci usa small

Putnam Fl Investment Management
Goldman Sachs Group
Northern Trust
Tiaa Trust, National Association
Bank of America Corporation
Creative Planning
Fiduciary Trust Company
FMR
Vontobel Holding
M^T Bank Corporation
Pathstone Holdings
Citizens Financial Group
Betterment
UBS Group
Northwestern Mutual Wealth Management Company

View all funds holding Ishares Tr msci usa small