CI Private Wealth »

ISHARES TR MSCI Small Cap msci small cap shares owned by CI Private Wealth

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

Historical chart of CI Private Wealth 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 CI Private Wealth 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 CI Private Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $42M 676k 61.90
2023-09-30 $40M 702k 56.47
2023-06-30 $41M 697k 58.98
2023-03-31 $43M 728k 59.51
2022-12-31 $38M 675k 56.48

More positions owned by CI Private Wealth

Apple (AAPL)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Costco Wholesale Corporation (COST)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Visa Com Cl A (V)
UnitedHealth (UNH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)

View all positions for CI Private Wealth

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