Empirical Financial Services, LLC d/b/a Empirical Wealth Management »

ISHARES TR MSCI Small Cap msci small cap shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management from 13F filings

Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth 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 Empirical Financial Services, LLC d/b/a Empirical Wealth 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 Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 22k 67.70
2024-06-30 $1.5M 24k 61.64
2024-03-31 $1.5M 24k 63.33
2023-12-31 $1.5M 24k 61.90
2023-09-30 $1.4M 24k 56.47
2023-06-30 $1.4M 24k 58.98
2023-03-31 $1.5M 25k 59.51
2022-12-31 $1.4M 25k 56.48
2022-09-30 $1.4M 30k 48.77
2022-06-30 $1.7M 31k 54.58
2022-03-31 $2.2M 34k 66.34
2021-12-31 $2.5M 34k 73.08
2021-09-30 $2.3M 32k 74.41
2021-06-30 $2.3M 31k 74.15
2021-03-31 $1.8M 25k 71.86
2020-12-31 $1.9M 28k 68.33
2020-09-30 $1.7M 29k 58.99
2020-06-30 $1.8M 33k 53.63
2020-03-31 $1.6M 35k 44.83
2019-12-31 $1.9M 31k 62.30
2019-09-30 $1.7M 30k 57.22
2019-06-30 $1.6M 28k 57.41
2019-03-31 $1.6M 27k 57.45
2018-12-31 $1.4M 28k 51.82
2018-09-30 $1.5M 24k 62.30
2018-06-30 $1.7M 28k 62.73
2018-03-31 $1.8M 26k 70.47
2017-12-31 $1.6M 26k 64.50
2017-09-30 $1.6M 26k 61.99
2017-06-30 $1.6M 28k 57.83
2017-03-31 $1.5M 28k 54.12
2016-12-31 $1.4M 28k 49.84
2016-06-30 $1.4M 29k 48.24
2016-03-31 $1.2M 25k 49.80
2015-12-31 $1.4M 28k 49.94
2015-09-30 $1.3M 28k 47.79
2015-06-30 $1.4M 28k 51.01
2015-03-31 $1.4M 28k 49.49
2014-12-31 $1.4M 29k 46.73
2014-09-30 $525k 11k 48.49
2014-06-30 $572k 11k 52.93
2014-03-31 $564k 11k 52.19
2013-12-31 $549k 11k 51.00
2013-09-30 $515k 11k 48.53
2013-06-30 $442k 11k 41.91
2013-03-31 $499k 11k 44.00
2012-12-31 $462k 11k 40.73
2012-09-30 $462k 12k 38.71
2012-06-30 $452k 13k 36.15
2012-03-31 $495k 12k 40.12
2011-12-31 $438k 13k 34.76
2011-09-30 $561k 16k 34.94
2011-06-30 $559k 13k 43.61
2011-03-31 $579k 13k 45.42

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Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Intl Qualty (IQLT)
Apple (AAPL)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Dimensional Etf Trust Internatnal Val (DFIV)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Empirical Financial Services, LLC d/b/a Empirical Wealth 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