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ISHARES TR MSCI Small Cap msci small cap shares owned by Atlas Capital Advisors

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

Historical chart of Atlas Capital 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 Atlas Capital 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 Atlas Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.2M 33k 67.70
2024-06-30 $1.9M 31k 61.64
2024-03-31 $1.7M 28k 63.33
2023-12-31 $1.8M 28k 61.90
2023-09-30 $1.7M 31k 56.47
2023-06-30 $1.8M 31k 58.98
2023-03-31 $1.8M 31k 59.51
2022-12-31 $1.7M 30k 56.48
2022-09-30 $1.6M 32k 48.78
2022-06-30 $2.1M 38k 54.59
2022-03-31 $2.6M 39k 66.34
2021-12-31 $3.8M 51k 73.09
2021-09-30 $2.3M 32k 74.41
2021-06-30 $2.2M 30k 74.16
2021-03-31 $1.9M 26k 71.84
2020-12-31 $1.8M 26k 68.35
2020-09-30 $1.5M 26k 58.99
2020-06-30 $1.8M 34k 53.62
2020-03-31 $2.0M 44k 44.83
2019-12-31 $737k 12k 62.28
2019-09-30 $714k 13k 57.23
2019-06-30 $413k 7.2k 57.40
2019-03-31 $413k 7.2k 57.44
2018-12-31 $373k 7.2k 51.82
2018-09-30 $1.2M 20k 62.05
2018-06-30 $923k 15k 63.00
2018-03-31 $806k 12k 65.19

More positions owned by Atlas Capital Advisors

SPDR S P Info Technology ETF Exchange Traded Fund (XLK)
Vanguard European Stock ETF Exchange Traded Fund (VGK)
SPDR Emerging Market ETF Exchange Traded Fund (SPEM)
Vanguard Ftse All-Wld Ex-US Small Cap ETF Exchange Traded Fund (VSS)
iShares Edge MSCI Intl ETF Exchange Traded Fund (IMTM)
Vanguard Information Technology ETF Exchange Traded Fund (VGT)
Vanguard Health Care ETF Exchange Traded Fund (VHT)
SPDR S P Financial ETF Exchange Traded Fund (XLF)
Spdr S P 500 Etf Exchange Traded Fund (SPY)
Vanguard Mid-Cap Value ETF Exchange Traded Fund (VOE)
Fidelity MSCI Information Tech ETF Exchange Traded Fund (FTEC)
Vanguard Total Stock Market ETF Exchange Traded Fund (VTI)
SPDR S P Industrials ETF Exchange Traded Fund (XLI)
Apple Equity (AAPL)
Vanguard Financials ETF Exchange Traded Fund (VFH)

View all positions for Atlas Capital Advisors

Top funds holding ISHARES TR MSCI Small Cap msci small cap

Jones Financial Companies, L.L
Natixis Asset Management Advisors
Tiaa Trust, National Association
Creative Planning
Bank of New York Mellon
Goldman Sachs Group
State of New Jersey Common Pension Fund D
BlackRock
BlackRock
Morgan Stanley
Modera Wealth Management
Bank of America Corporation
Pnc Financial Services
Jpmorgan Chase & Co
Envestnet Asset Management

View all funds holding ISHARES TR MSCI Small Cap msci small cap