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

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

Historical chart of Wealth Architects 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 Wealth Architects 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 Wealth Architects

Quarter filed Position value Share count Share price at filing
2023-12-31 $12M 194k 61.90
2023-09-30 $11M 199k 56.47
2023-06-30 $12M 204k 58.98
2023-03-31 $12M 208k 59.51
2022-12-31 $12M 209k 56.48
2022-09-30 $7.7M 157k 48.78
2022-06-30 $9.6M 177k 54.59
2022-03-31 $12M 173k 66.34
2021-12-31 $12M 157k 73.09
2021-09-30 $12M 154k 74.41
2021-06-30 $12M 163k 74.16
2021-03-31 $12M 165k 71.84
2020-12-31 $11M 167k 68.35
2020-09-30 $10M 169k 58.99
2020-06-30 $9.3M 173k 53.62
2020-03-31 $7.3M 164k 44.83
2019-12-31 $14M 216k 62.28
2019-09-30 $12M 215k 57.23
2019-06-30 $12M 214k 57.40
2019-03-31 $12M 210k 57.44
2018-12-31 $11M 207k 51.82
2018-09-30 $13M 211k 62.28
2018-06-30 $13M 207k 62.74
2018-03-31 $14M 210k 65.19
2017-12-31 $14M 212k 64.50
2017-09-30 $13M 210k 62.00
2017-06-30 $12M 209k 57.84
2017-03-31 $11M 209k 54.14
2016-12-31 $10M 205k 49.84
2016-09-30 $10M 199k 52.41
2016-06-30 $9.6M 199k 48.26
2016-03-31 $9.5M 191k 49.80
2015-12-31 $8.6M 173k 49.95
2015-09-30 $7.8M 162k 47.77
2015-06-30 $7.8M 153k 51.02
2015-03-31 $7.6M 154k 49.47
2014-12-31 $7.0M 150k 46.71

More positions owned by Wealth Architects

Ishares Tr Core S&p500 Etf (IVV)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds S&p Gblinf Etf (GII)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Apple (AAPL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Internatnal Val (DFIV)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)

View all positions for Wealth Architects

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