ISHARES TR MSCI Small Cap msci small cap shares owned by Beaumont Financial Advisors
Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Beaumont Financial Advisors
from 13F filings
Historical chart of Beaumont Financial 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 Beaumont Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in ISHARES TR MSCI Small Cap msci small cap by Beaumont Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $364k | 5.4k | 67.70 |
2024-06-30 | $333k | 5.4k | 61.64 |
2024-03-31 | $313k | 4.9k | 63.33 |
2023-12-31 | $273k | 4.4k | 61.90 |
2023-09-30 | $257k | 4.6k | 56.47 |
2023-06-30 | $291k | 4.9k | 58.98 |
2022-12-31 | $241k | 4.3k | 56.48 |
More positions owned by Beaumont Financial Advisors
View all positions for Beaumont Financial Advisors
Top funds holding ISHARES TR MSCI Small Cap msci small cap
View all funds holding ISHARES TR MSCI Small Cap msci small cap