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

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

Historical chart of Creekside 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 Creekside 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 Creekside Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.9M 42k 67.70
2024-06-30 $2.6M 42k 61.64

More positions owned by Creekside Partners

Schwab Strategic Tr Intl Eqty Etf (SCHF)
Apple (AAPL)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Msci Gbl Min Vol (ACWV)
Vanguard Index Fds Real Estate Etf (VNQ)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Msci Kld400 Soc (DSI)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Creekside Partners

Top funds holding ISHARES TR MSCI Small Cap msci small cap

Natixis Asset Management Advisors
Tiaa Trust, National Association
Creative Planning
Bank of New York Mellon
Goldman Sachs Group
State of New Jersey Common Pension Fund D
BlackRock
Morgan Stanley
Modera Wealth Management
Bank of America Corporation
Pnc Financial Services
Colony
Jpmorgan Chase & Co
Envestnet Asset Management
BKD Wealth Advisors

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