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ISHARES TR MSCI Small Cap msci small cap shares owned by White Wing Wealth Management

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

Historical chart of White Wing Wealth Management 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 White Wing Wealth Management 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 White Wing Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 25k 63.05
2023-12-31 $3.5M 57k 61.25

More positions owned by White Wing Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Short Duration F (DFSD)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Vanguard Index Fds Value Etf (VTV)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Real Estate E (DFAR)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr International Sl (ISCF)
Dimensional Etf Trust Emerging Mkts Va (DFEV)

View all positions for White Wing Wealth Management

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