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ISHARES TR MSCI Small Cap msci small cap shares owned by Atlas Capital Advisors

Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Atlas Capital Advisors from 13F filings

Historical chart of Atlas Capital Advisors investment in ISHARES TR MSCI Small Cap msci small cap

Tip: Access up to 7 years of quarterly data

All positions including ISHARES TR MSCI Small Cap msci small cap held by Atlas Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in ISHARES TR MSCI Small Cap msci small cap by Atlas Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 28k 63.33
2023-12-31 $1.8M 28k 61.90
2023-09-30 $1.7M 31k 56.47
2023-06-30 $1.8M 31k 58.98
2023-03-31 $1.8M 31k 59.51
2022-12-31 $1.7M 30k 56.48
2022-09-30 $1.6M 32k 48.78
2022-06-30 $2.1M 38k 54.59
2022-03-31 $2.6M 39k 66.34
2021-12-31 $3.8M 51k 73.09
2021-09-30 $2.3M 32k 74.41
2021-06-30 $2.2M 30k 74.16
2021-03-31 $1.9M 26k 71.84
2020-12-31 $1.8M 26k 68.35
2020-09-30 $1.5M 26k 58.99
2020-06-30 $1.8M 34k 53.62
2020-03-31 $2.0M 44k 44.83
2019-12-31 $737k 12k 62.28
2019-09-30 $714k 13k 57.23
2019-06-30 $413k 7.2k 57.40
2019-03-31 $413k 7.2k 57.44
2018-12-31 $373k 7.2k 51.82
2018-09-30 $1.2M 20k 62.05
2018-06-30 $923k 15k 63.00
2018-03-31 $806k 12k 65.19

More positions owned by Atlas Capital Advisors

SPDR S P Info Technology ETF ExchTradedFund (XLK)
Austex Oil Equity (AOK)
iShares Edge MSCI Intl ETF Equity (IMTM)
Vanguard European Stock ETF ExchTradedFund (VGK)
Vanguard Mid-Cap Value ETF ExchTradedFund (VOE)
SPDR Emerging Market ETF ExchTradedFund (SPEM)
SPDR S P Financial ETF ExchTradedFund (XLF)
iShares Edge MSCI Intl Value Factor ETF Equity (IVLU)
SPDR S P Industrials ETF ExchTradedFund (XLI)
Vanguard Information Technology ETF ExchTradedFund (VGT)
Vanguard Health Care ETF ExchTradedFund (VHT)
Vanguard Ftse All-Wld Ex-US Small Cap ETF ExchTradedFund (VSS)
Spdr S P 500 Etf ExchTradedFund (SPY)
SPDR Communications Services ETF ExchTradedFund (XLC)
Vanguard Total Stock Market ETF ExchTradedFund (VTI)

View all positions for Atlas Capital Advisors

Top funds holding ISHARES TR MSCI Small Cap msci small cap

Natixis Asset Management Advisors
State of New Jersey Common Pension Fund D
Creative Planning
Tiaa Trust, National Association
Matson Money
Bank of New York Mellon
Goldman Sachs Group
Bank of America Corporation
Pnc Financial Services
Modera Wealth Management
Washington Trust Bank
BKD Wealth Advisors
Jane Street
UBS Group
Cassaday & Co Wealth Management

View all funds holding ISHARES TR MSCI Small Cap msci small cap