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

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

Historical chart of Elm 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 Elm 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 Elm Advisors

Quarter filed Position value Share count Share price at filing
2022-03-31 $1.2M 19k 66.35
2021-12-31 $2.0M 27k 73.09
2021-09-30 $2.0M 27k 74.42
2021-06-30 $2.0M 27k 74.17
2021-03-31 $1.9M 27k 71.86
2020-12-31 $1.8M 26k 68.36
2020-09-30 $1.6M 27k 59.00
2020-06-30 $1.4M 27k 53.63
2020-03-31 $1.2M 27k 44.84
2019-12-31 $1.9M 31k 62.28
2019-09-30 $1.8M 31k 57.24
2019-06-30 $1.7M 30k 57.40
2019-03-31 $1.7M 30k 57.44
2018-12-31 $1.2M 24k 51.83
2018-09-30 $1.5M 24k 62.26
2018-06-30 $1.5M 24k 62.75
2018-03-31 $1.6M 24k 65.18
2017-12-31 $1.6M 24k 64.51
2017-09-30 $1.5M 24k 62.01
2017-06-30 $1.4M 24k 57.85
2017-03-31 $1.3M 24k 54.14
2016-12-31 $1.1M 22k 49.86
2016-09-30 $1.1M 22k 52.39
2016-06-30 $1.1M 22k 48.28
2016-03-31 $1.1M 23k 49.78
2015-12-31 $1.0M 20k 49.96
2015-09-30 $982k 21k 47.77
2015-06-30 $1.0M 20k 51.01
2015-03-31 $978k 20k 49.46
2014-12-31 $812k 17k 46.69
2014-09-30 $787k 16k 48.51
2014-06-30 $789k 15k 52.95
2014-03-31 $770k 15k 52.20
2013-12-31 $732k 14k 50.96

More positions owned by Elm Advisors

Vanguard Ftse All-world Ex Us Index Fund Etf (VEU)
Vanguard Total Stock Market Index Fund Etf (VTI)
Vanguard S&p 500 Etf Etf (VOO)
Ishares Core S&p 500 Etf Etf (IVV)
Spdr S&p 500 Etf Etf (SPY)
Vanguard Large-cap Index Fund Etf (VV)
Vanguard Small-cap Index Fund Etf (VB)
Spdr S&p Midcap 400 Etf Etf (MDY)
Vanguard Real Estate Etf Etf (VNQ)
Vanguard Value Index Fund Etf (VTV)
Ishares S&p Small-cap Fund Etf (IJR)
Vanguard Total International Stock Etf Etf (VXUS)
Vanguard Mid-cap Index Fund Etf (VO)
Vanguard Tax-exempt Bond Etf Etf (VTEB)
Vanguard Total Bond Market Index Fund Etf (BND)

View all positions for Elm 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
HighTower Advisors

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