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ISHARES TR MSCI Small Cap msci small cap shares owned by Cumberland Advisors

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

Historical chart of Cumberland Advisors 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 Cumberland Advisors 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 Cumberland Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $237k 3.7k 63.33
2023-12-31 $232k 3.7k 61.90
2023-09-30 $261k 4.6k 56.47
2023-06-30 $275k 4.7k 58.98
2023-03-31 $277k 4.7k 59.51
2022-12-31 $263k 4.7k 56.48
2022-09-30 $227k 4.7k 48.71
2022-06-30 $456k 8.4k 54.55
2022-03-31 $596k 9.0k 66.37
2021-12-31 $605k 8.3k 73.07
2021-09-30 $534k 7.2k 74.37
2021-06-30 $532k 7.2k 74.09
2021-03-31 $523k 7.3k 71.84
2020-12-31 $492k 7.2k 68.33
2020-06-30 $396k 7.4k 53.59
2020-03-31 $345k 7.7k 44.86
2019-12-31 $536k 8.6k 62.25
2019-09-30 $537k 9.4k 57.25
2019-06-30 $548k 9.5k 57.44
2019-03-31 $622k 11k 57.49
2018-12-31 $561k 11k 51.85
2018-09-30 $544k 8.7k 62.24
2018-06-30 $6.8M 108k 62.74
2018-03-31 $6.9M 105k 65.19
2017-12-31 $7.3M 113k 64.50
2017-09-30 $6.8M 110k 62.00
2017-06-30 $7.0M 122k 57.84
2017-03-31 $7.8M 145k 54.14
2016-12-31 $7.3M 146k 49.84
2016-09-30 $8.4M 161k 52.41
2016-06-30 $7.9M 164k 48.26
2016-03-31 $8.4M 170k 49.80
2015-12-31 $8.1M 162k 49.95
2015-09-30 $6.1M 129k 47.77
2015-06-30 $612k 12k 51.04
2015-03-31 $600k 12k 49.50
2013-12-31 $2.8M 56k 50.99
2013-09-30 $2.2M 46k 48.52
2011-09-30 $2.3M 66k 34.93
2011-06-30 $2.3M 66k 34.93
2011-03-31 $2.5M 57k 43.34

More positions owned by Cumberland Advisors

Spdr S&p 500 Etf Tr Units Ser 1 S&p (SPY)
Ishares Tr Core S&p Small-cap (IJR)
Spdr S&p Midcap 400 Utser1 S&pdcrp (MDY)
Spdr Series Trust Aerospace Def (XAR)
Select Sector Spdr Sbi Int-energy (XLE)
Berkshire Hathaway Class B (BRK.B)
Ishares Tr Ishares Biotech (IBB)
Ishares Msci Acwi Us Etf (ACWX)
Microsoft Corp Common (MSFT)
Spdr Series Trust Spdr Regional Bkg (KRE)
Ishares U.s. Med Dvc Etf (IHI)
United Rentals Common (URI)
Select Sector Spdr Amex Industrial Sel (XLI)
Freeport-mcmoran Common (FCX)
Meta Platforms Com Usd0.000006 Cl A (META)

View all positions for Cumberland Advisors

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