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

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

Historical chart of Baystate 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 Baystate 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 Baystate Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.3M 85k 61.90
2023-09-30 $4.8M 85k 56.47
2023-06-30 $6.5M 111k 58.98
2023-03-31 $5.8M 97k 59.51
2022-12-31 $7.3M 130k 56.48
2022-09-30 $778k 16k 48.77
2022-06-30 $935k 17k 54.62
2022-03-31 $289k 4.4k 66.27
2021-12-31 $229k 3.1k 73.21
2021-09-30 $191k 2.6k 74.43
2021-06-30 $197k 2.7k 74.00
2021-03-31 $167k 2.3k 71.92
2020-12-31 $168k 2.5k 68.21
2020-09-30 $170k 2.9k 58.84
2020-06-30 $119k 2.2k 53.75
2020-03-31 $98k 2.2k 44.71
2019-12-31 $3.1M 50k 62.27
2019-09-30 $2.6M 45k 57.23
2019-06-30 $2.5M 43k 57.78
2019-03-31 $2.0M 34k 58.82
2018-12-31 $1.6M 28k 55.31
2018-09-30 $121k 2.1k 58.20
2018-06-30 $59k 942 62.63
2018-03-31 $62k 931 66.60
2017-12-31 $63k 931 67.67
2017-09-30 $58k 932 62.23
2017-06-30 $37k 637 58.08
2017-03-31 $35k 637 54.95
2016-12-31 $116k 2.3k 50.63

More positions owned by Baystate Wealth Management

Ishares Russell Top 200 Growth Etf Etf (IWY)
Spdr S&p World Ex-us Etf (SPDW)
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)
Ishares S&p 500 Index Etf (IVV)
Ishares Aggregate Bond Etf Etf (AGG)
Vanguard Value Etf Etf (VTV)
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)
Blackrock Ultra Short-term Bond Etf Etf (ICSH)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Tr Russell Midcap Index Etf (IWR)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard S&p Small-cap 600 Etf Etf (VIOO)
Spdr Barclays Capital Short Term Corp Bd Etf (SPSB)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Msci Usa Value Factor Etf Etf (VLUE)

View all positions for Baystate 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
Bank of New York Mellon
Tiaa Trust, National Association
Matson Money
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