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ISHARES TR MSCI Small Cap msci small cap shares owned by Atlantic Edge Private Wealth Management

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

Historical chart of Atlantic Edge Private 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 Atlantic Edge Private 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 Atlantic Edge Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $40k 516 76.72
2025-06-30 $38k 516 72.68
2025-03-31 $34k 528 63.53
2024-12-31 $32k 528 60.75
2024-09-30 $813 12 67.75
2024-06-30 $740 12 61.67
2024-03-31 $759 12 63.33
2023-12-31 $743 12 61.92