Marcia E. Wade »

ISHARES TR MSCI Small Cap msci small cap shares owned by Marcia E. Wade

Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Marcia E. Wade from 13F filings

Historical chart of Marcia E. Wade 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 Marcia E. Wade 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 Marcia E. Wade

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.7M 42k 63.33
2023-12-31 $5.4M 87k 61.90
2023-09-30 $4.8M 84k 56.47
2023-06-30 $5.0M 86k 58.97
2023-03-31 $5.0M 84k 59.51
2022-12-31 $4.8M 85k 56.47
2022-09-30 $3.0M 62k 48.77
2022-06-30 $3.3M 60k 54.58
2022-03-31 $3.9M 59k 66.34
2021-12-31 $3.6M 49k 73.08
2021-09-30 $3.9M 52k 74.39
2021-06-30 $3.9M 53k 74.15
2021-03-31 $3.8M 53k 71.84
2020-12-31 $3.8M 56k 68.35
2020-09-30 $3.2M 54k 58.99
2020-06-30 $3.3M 62k 53.62
2020-03-31 $3.2M 72k 44.82
2019-12-31 $4.5M 73k 62.27
2019-09-30 $4.4M 78k 57.22
2019-06-30 $4.5M 79k 57.39
2019-03-31 $4.9M 85k 57.43
2018-12-31 $3.2M 61k 51.81
2018-09-30 $4.5M 72k 62.26
2018-06-30 $5.3M 84k 62.74
2018-03-31 $6.3M 97k 65.18
2017-12-31 $12M 184k 64.50
2017-09-30 $12M 198k 62.00
2017-06-30 $12M 200k 57.84
2017-03-31 $11M 210k 54.13
2016-12-31 $1.8M 37k 49.85
2016-09-30 $12k 235 51.06
2016-06-30 $11k 235 46.81
2016-03-31 $12k 235 51.06
2015-12-31 $12k 235 51.06
2015-09-30 $11k 235 46.81

More positions owned by Marcia E. Wade

Nvidia Corp Common Stock (NVDA)
Ishares Tr Core Us Aggregate Bond Etf Fixed Income/taxable Etf (AGG)
Spdr S&p 500 Etf Trust Large Cap Exchange Traded Fds (SPY)
Etf Ishares Inc Msci Emr Ex China International Exch. Traded Fds (EMXC)
Apple Common Stock (AAPL)
Microsoft Corp Common Stock (MSFT)
Alphabet Inc Cap Stk Cl A Common Stock (GOOGL)
Amazon Common Stock (AMZN)
Franklin Dynamic Municipal Bond Etf Fixed Income/taxable Etf (FLMI)
Ishares Msci Eafe Index International Exch. Traded Fds (EFA)
Vanguard Ftse Emerging Markets Etf International Exch. Traded Fds (VWO)
Costco Wholesale Corp Common Stock (COST)
Meta Platforms Common Stock (META)
Adobe Systems Incorporated Common Stock (ADBE)
Vanguard Ftse Developed Markets Etf International Exch. Traded Fds (VEA)

View all positions for Marcia E. Wade

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