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
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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 |
|---|---|---|---|
| 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 | 28k | 65.19 |
| 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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