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

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

Historical chart of Summit Trail 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 Summit Trail 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 Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.8M 44k 63.33
2023-12-31 $3.0M 48k 61.90
2023-09-30 $2.7M 48k 56.47
2023-06-30 $2.8M 48k 58.98
2023-03-31 $2.9M 48k 59.51
2022-12-31 $2.7M 48k 56.48
2022-09-30 $2.4M 48k 48.79
2022-06-30 $2.7M 49k 54.59
2022-03-31 $3.2M 49k 66.34