Efficient Advisors »

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

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

Historical chart of Efficient 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 Efficient Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in ISHARES TR MSCI Small Cap msci small cap by Efficient Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 37k 67.70
2024-06-30 $2.4M 40k 61.64
2024-03-31 $3.0M 48k 63.33
2023-12-31 $3.1M 51k 61.90
2023-09-30 $3.0M 53k 56.47
2023-06-30 $3.3M 55k 58.98
2023-03-31 $3.6M 61k 59.51
2022-12-31 $3.7M 65k 56.48
2022-09-30 $3.4M 69k 48.78
2022-06-30 $3.8M 70k 54.59
2022-03-31 $5.7M 86k 66.34
2021-12-31 $6.6M 91k 73.09
2021-09-30 $6.7M 90k 74.41
2021-06-30 $7.3M 98k 74.16
2021-03-31 $7.3M 101k 71.84
2020-12-31 $7.5M 110k 68.35
2020-09-30 $7.2M 122k 58.99
2020-06-30 $6.9M 128k 53.62
2020-03-31 $6.1M 136k 44.83
2019-12-31 $8.7M 140k 62.28
2019-09-30 $8.4M 147k 57.23
2019-06-30 $9.4M 163k 57.40
2019-03-31 $9.6M 167k 57.44
2018-12-31 $8.9M 172k 51.82
2018-09-30 $11M 174k 62.28
2018-06-30 $11M 179k 62.74
2018-03-31 $12M 179k 65.19
2017-12-31 $12M 184k 64.50
2017-09-30 $12M 188k 62.00
2017-06-30 $11M 196k 57.84
2017-03-31 $11M 201k 54.14
2016-12-31 $10M 207k 49.84
2016-09-30 $11M 208k 52.41
2016-06-30 $10M 212k 48.26
2016-03-31 $11M 212k 49.80
2015-12-31 $11M 218k 49.95
2015-09-30 $11M 220k 47.77
2015-06-30 $11M 223k 51.02
2015-03-31 $11M 224k 49.47
2014-12-31 $10M 217k 46.71
2014-09-30 $10M 210k 48.50
2014-06-30 $11M 206k 52.92
2014-03-31 $11M 213k 52.20
2013-12-31 $11M 209k 50.98
2013-09-30 $10M 206k 48.51
2013-06-30 $8.5M 202k 41.94

More positions owned by Efficient Advisors

Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Efficient Advisors

Top funds holding ISHARES TR MSCI Small Cap msci small cap

Jones Financial Companies, L.L
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
BlackRock
Morgan Stanley
Modera Wealth Management
Bank of America Corporation
Pnc Financial Services
Jpmorgan Chase & Co
Envestnet Asset Management

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