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

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

Historical chart of Connectus 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 Connectus Wealth 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 Connectus Wealth

Quarter filed Position value Share count Share price at filing
2023-09-30 $367k 6.5k 56.48
2023-06-30 $384k 6.5k 59.00
2023-03-31 $387k 6.5k 59.53
2022-12-31 $576k 10k 56.49
2022-09-30 $502k 10k 48.74

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Costco Wholesale Corporation (COST)
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UnitedHealth (UNH)
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View all positions for Connectus 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
Tiaa Trust, National Association
Matson Money
Bank of New York Mellon
Goldman Sachs Group
Bank of America Corporation
Pnc Financial Services
Modera Wealth Management
Washington Trust Bank
BKD Wealth Advisors
Jane Street
UBS Group
Cassaday & Co Wealth Management

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