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

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

Historical chart of Corepath Wealth Partners 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 Corepath Wealth Partners 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 Corepath Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $222k 2.7k 80.60
2025-09-30 $214k 2.7k 77.75
2025-06-30 $201k 2.7k 73.02

More positions owned by Corepath Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Russell 2000 Etf (IWM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Rus Mid Cap Etf (IWR)

View all positions for Corepath Wealth Partners

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
Jpmorgan Chase & Co
Colony
Cassaday & Co Wealth Management
Northern Trust
Cetera Investment Advisers
Modera Wealth Management

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