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

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

Historical chart of Elm Partners Management 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 Elm Partners Management 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 Elm Partners Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.7M 40k 67.70
2024-06-30 $2.4M 40k 61.64
2024-03-31 $2.5M 40k 63.33
2023-12-31 $2.5M 40k 61.90
2023-09-30 $3.5M 61k 56.47
2023-06-30 $3.6M 62k 58.98
2023-03-31 $3.7M 62k 59.51
2022-12-31 $3.7M 66k 56.48
2022-09-30 $3.4M 69k 48.78
2022-06-30 $3.8M 69k 54.60
2022-03-31 $4.6M 69k 66.35
2021-12-31 $5.1M 69k 73.09
2021-09-30 $5.2M 70k 74.41
2021-06-30 $5.2M 70k 74.16
2021-03-31 $5.1M 70k 71.84
2020-12-31 $4.9M 71k 68.35
2020-09-30 $4.4M 75k 58.99
2020-06-30 $4.1M 76k 53.62
2020-03-31 $3.7M 83k 44.83
2019-12-31 $5.1M 89k 57.23
2019-09-30 $5.1M 89k 57.23
2019-06-30 $6.0M 105k 57.40
2019-03-31 $5.9M 103k 57.44
2018-12-31 $5.3M 102k 51.55

More positions owned by Elm Partners Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Core Msci Emkt (IEMG)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares Tr Core Msci Euro (IEUR)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Pac (IPAC)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr 0-3 Mnth Treasry (SGOV)
J P Morgan Exchange Traded F Betabuilders Cda (BBCA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Value Etf (VTV)

View all positions for Elm Partners Management

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