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ISHARES TR MSCI Small Cap msci small cap shares owned by Compass Financial Services

Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Compass Financial Services from 13F filings

Historical chart of Compass Financial Services 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 Compass Financial Services 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 Compass Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.9k 64 76.72

More positions owned by Compass Financial Services

Spdr Portfolio MF Closed and MF Open (SPLG)
Wisdomtree Us MF Closed and MF Open (DGRW)
Jpmorgan MF Closed and MF Open (JPST)
First Trust MF Closed and MF Open (KNG)
Invesco Nasdaq MF Closed and MF Open (QQQM)
Jpmorgan MF Closed and MF Open (JEPQ)
SPDR S&P MF Closed and MF Open (VLU)
Invesco S&p MF Closed and MF Open (SPMO)
Ishares Core MF Closed and MF Open (DIVB)
Spdr Bloomberg MF Closed and MF Open (BIL)
First Trust MF Closed and MF Open (FDL)
Global X MF Closed and MF Open (XYLD)
Spdr Portfolio MF Closed and MF Open (SPYG)
Wisdomtree Equity MF Closed and MF Open (WTPI)
Invesco S&p MF Closed and MF Open (RSPA)

View all positions for Compass Financial Services

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