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

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

Historical chart of Encompass Wealth Advisors investment in ISHARES TR MSCI Small Cap msci small cap

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All positions including ISHARES TR MSCI Small Cap msci small cap held by Encompass Wealth 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 Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $3.4M 61k 56.47
2023-06-30 $3.4M 57k 58.98
2023-03-31 $3.3M 56k 59.51
2022-12-31 $3.2M 56k 56.48
2022-09-30 $2.8M 57k 48.78
2022-06-30 $3.1M 56k 54.59
2022-03-31 $4.7M 71k 66.34
2021-12-31 $5.0M 68k 73.09
2021-09-30 $4.5M 60k 74.41
2021-06-30 $4.4M 59k 74.16
2021-03-31 $4.5M 61k 73.26
2020-12-31 $2.7M 40k 68.35

More positions owned by Encompass Wealth Advisors

iShares S&P 500 Growth ETF Exchange Traded Fund (IVW)
iShares S&P 500 Value ETF Exchange Traded Fund (IVE)
iShares Core MSCI EAFE ETF Exchange Traded Fund (IEFA)
Lord Abbett Ultra Short Bond I Mutual Fund (LUBYX)
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
Airbnb Common Stock (ABNB)
iShares Core S&P Mid-Cap ETF Exchange Traded Fund (IJH)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Columbia Contrarian Core Inst2 Mutual Fund (COFRX)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
BlackRock Core Bond Instl Mutual Fund (BFMCX)
Vanguard PRIMECAP Core Inv Mutual Fund (VPCCX)
Costco Wholesale Corp Common Stock (COST)

View all positions for Encompass Wealth 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
Modera Wealth Management
Pnc Financial Services
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