ISHARES TR MSCI Small Cap msci small cap shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth 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 EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in ISHARES TR MSCI Small Cap msci small cap by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.2M | 16k | 72.68 |
| 2025-03-31 | $866k | 14k | 63.53 |
| 2024-12-31 | $437k | 7.2k | 60.75 |
| 2024-09-30 | $511k | 7.6k | 67.70 |
| 2024-06-30 | $299k | 4.8k | 61.65 |
| 2024-03-31 | $334k | 5.3k | 63.33 |
| 2023-12-31 | $337k | 5.4k | 61.90 |
| 2023-09-30 | $506k | 9.0k | 56.47 |
| 2023-06-30 | $610k | 257k | 2.37 |
| 2023-03-31 | $695k | 10k | 68.78 |
| 2022-03-31 | $142k | 2.1k | 66.45 |
| 2020-03-31 | $296k | 6.6k | 44.82 |
| 2019-12-31 | $399k | 6.4k | 62.22 |
| 2019-09-30 | $308k | 5.4k | 57.25 |
| 2018-12-31 | $702k | 14k | 51.81 |
| 2018-09-30 | $4.9M | 78k | 62.28 |
| 2018-06-30 | $5.1M | 82k | 62.74 |
| 2018-03-31 | $5.3M | 81k | 65.19 |
Top funds holding ISHARES TR MSCI Small Cap msci small cap
View all funds holding ISHARES TR MSCI Small Cap msci small cap