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ISHARES TR MSCI Small Cap msci small cap shares owned by Xulu

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

Historical chart of Xulu 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 Xulu 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 Xulu

Quarter filed Position value Share count Share price at filing
2015-09-30 $25M 525k 47.77
2015-06-30 $23M 450k 51.41
2015-03-31 $13M 272k 49.29
2014-12-31 $7.5M 161k 46.62

More positions owned by Xulu

Ishares Tr cmn (STIP)
Ishares Inc core msci emkt (IEMG)
iShares Lehman Aggregate Bond (AGG)
iShares S&P 500 Index (IVV)
Vanguard Intl Equity Index F glb ex us etf (VNQI)
Sch Fnd Intl Lg Etf (FNDF)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Vanguard Emerging Markets ETF (VWO)
iShares S&P 500 Value Index (IVE)
iShares MSCI EAFE Value Index (EFV)
ISHARES TR MSCI Small Cap msci small cap (SCZ)
Vanguard Charlotte Fds intl bd idx etf (BNDX)
Vanguard REIT ETF (VNQ)
Schwab Strategic Tr cmn (SCHV)
Schwab Emerging Markets Equity ETF (SCHE)

View all positions for Xulu

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