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ISHARES TR MSCI Small Cap msci small cap shares owned by Moneta Group Investment Advisors

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

Historical chart of Moneta Group Investment 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 Moneta Group Investment 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 Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $26M 412k 61.90
2023-09-30 $23M 412k 56.47
2023-06-30 $24M 401k 58.98
2023-03-31 $22M 369k 59.51
2022-12-31 $20B 346M 56.48
2022-09-30 $16M 332k 48.78
2022-06-30 $20M 356k 54.59
2022-03-31 $22M 324k 66.34
2021-12-31 $22M 303k 73.09
2021-09-30 $22M 297k 74.41
2021-06-30 $21M 280k 74.16
2021-03-31 $19M 264k 71.84
2020-12-31 $12M 177k 68.35
2020-09-30 $10M 175k 58.99
2020-06-30 $11M 204k 53.62
2020-03-31 $25M 561k 44.83
2019-12-31 $51M 810k 62.28
2019-09-30 $49M 853k 57.23
2019-06-30 $52M 6.2k 8437.69
2019-03-31 $58M 4.5k 13021.31
2018-12-31 $54M 1.0M 51.82
2018-09-30 $67M 1.1M 62.28
2018-06-30 $61M 989k 61.27
2018-03-31 $59M 904k 65.19
2017-12-31 $48M 738k 64.50
2017-09-30 $46M 733k 62.00
2017-06-30 $41M 702k 57.84
2017-03-31 $35M 641k 54.14
2016-12-31 $32M 643k 49.84
2016-09-30 $28M 538k 52.41
2016-06-30 $25M 519k 48.26
2016-03-31 $26M 518k 49.80
2015-12-31 $26M 521k 49.95
2015-09-30 $22M 453k 47.77
2015-06-30 $17M 324k 51.02
2015-03-31 $12M 234k 49.47
2014-12-31 $11M 232k 46.71
2014-09-30 $11M 232k 48.50
2014-06-30 $12M 231k 52.92
2014-03-31 $11M 201k 52.20
2013-12-31 $7.5M 147k 50.98
2013-09-30 $7.0M 145k 48.51
2013-06-30 $5.9M 141k 41.94
2013-03-31 $5.8M 133k 43.96
2012-12-31 $4.8M 119k 40.71
2012-09-30 $4.0M 103k 38.70
2012-06-30 $3.7M 103k 36.14
2012-03-31 $1.4M 34k 40.13

More positions owned by Moneta Group Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Core Msci Emkt (IEMG)
Archer Daniels Midland Company (ADM)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Moneta Group Investment 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