Balasa Dinverno & Foltz »

ISHARES TR MSCI Small Cap msci small cap shares owned by Balasa Dinverno & Foltz

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

Historical chart of Balasa Dinverno & Foltz 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 Balasa Dinverno & Foltz consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in ISHARES TR MSCI Small Cap msci small cap by Balasa Dinverno & Foltz

Quarter filed Position value Share count Share price at filing
2022-09-30 $5.8M 118k 48.78
2022-06-30 $1.3M 24k 54.59
2022-03-31 $1.7M 25k 66.33
2021-12-31 $2.0M 28k 73.10
2021-09-30 $1.9M 26k 74.40
2021-06-30 $1.9M 26k 74.15
2021-03-31 $1.7M 23k 71.85
2020-12-31 $1.6M 23k 68.35
2020-09-30 $1.3M 22k 58.98
2020-06-30 $677k 13k 53.62
2020-03-31 $8.4M 187k 44.83
2019-12-31 $1.4M 22k 62.28
2019-09-30 $1.2M 21k 57.21
2019-06-30 $1.4M 25k 57.40
2019-03-31 $1.5M 25k 57.45
2018-12-31 $20M 388k 51.82
2018-09-30 $668k 11k 62.29
2018-06-30 $889k 14k 62.72
2018-03-31 $956k 15k 65.18
2017-12-31 $1.1M 17k 64.50
2017-09-30 $515k 8.3k 62.02
2017-06-30 $455k 7.9k 57.88
2017-03-31 $372k 6.9k 54.08
2016-12-31 $3.2M 65k 49.84
2016-09-30 $290k 5.5k 52.37
2016-06-30 $368k 7.6k 48.22
2016-03-31 $379k 7.6k 49.82
2015-12-31 $409k 8.2k 49.93
2015-09-30 $391k 8.2k 47.81
2015-06-30 $416k 8.2k 50.99
2015-03-31 $404k 8.2k 49.52
2014-12-31 $381k 8.2k 46.70
2014-09-30 $385k 7.9k 48.56
2014-06-30 $355k 6.7k 52.89
2014-03-31 $330k 6.3k 52.13
2013-12-31 $323k 6.3k 51.03
2013-09-30 $306k 6.3k 48.50

More positions owned by Balasa Dinverno & Foltz

DFA US Marketwide Value ETF Us Mktwide Value (DFUV)
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)
Vanguard Small-Cap Growth ETF Sml Cp Grw Etf (VBK)
iShares Edge MSCI USA Momentum Factor ETF Msci Usa Mmentm (MTUM)
iShares Core S&P 500 ETF Core S&p 500 Etf (IVV)
iShares Edge MSCI USA Quality Factor ETF Msci Usa Qlt Fct (QUAL)
Goldman Sachs ActiveBeta International Equity ETF Activebeta Int (GSIE)
Vanguard Growth ETF Growth Etf (VUG)
iShares Russell 1000 Value ETF Rus 1000 Val Etf (IWD)
iShares Edge MSCI Multifactor Intl ETF Intl Eqty Factor (INTF)
DFA International Small Cap ETF Intl Small Cap E (DFIS)
iShares MSCI EAFE ETF Msci Eafe Etf (EFA)
iShares National Muni Bond ETF National Mun Etf (MUB)
DFA Emerging Markets Core Equity 2 ETF Emerging Mkts Co (DFEM)
DFA International Value ETF Internatnal Val (DFIV)

View all positions for Balasa Dinverno & Foltz

Top funds holding ISHARES TR MSCI Small Cap msci small cap

Tiaa Trust, National Association
Jones Financial Companies, L.L
Natixis Asset Management Advisors
Creative Planning
State of New Jersey Common Pension Fund D
BlackRock
Bank of New York Mellon
FMR
Goldman Sachs Group
Morgan Stanley
Jpmorgan Chase & Co
Colony
Cassaday & Co Wealth Management
Northern Trust
Cetera Investment Advisers

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