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

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

Historical chart of FDx Advisors investment in ISHARES TR MSCI Small Cap msci small cap

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All positions including ISHARES TR MSCI Small Cap msci small cap held by FDx Advisors 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 FDx Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 23k 67.70
2024-06-30 $1.5M 24k 61.64
2024-03-31 $1.5M 24k 63.32
2023-09-30 $2.1M 38k 56.47
2023-06-30 $2.4M 40k 58.98
2023-03-31 $2.1M 37k 56.47
2022-12-31 $2.1M 37k 56.47
2022-09-30 $2.0M 42k 48.78
2022-06-30 $2.3M 43k 54.60
2022-03-31 $2.4M 36k 66.34
2021-12-31 $3.0M 42k 73.09
2021-09-30 $4.2M 56k 74.41
2021-06-30 $4.0M 54k 74.15
2021-03-31 $53k 3.8k 13.92
2020-12-31 $2.6M 37k 68.35
2020-09-30 $2.5M 42k 58.98
2020-06-30 $2.1M 39k 53.62
2020-03-31 $126k 12k 10.31
2019-12-31 $2.4M 39k 62.27
2019-09-30 $2.3M 39k 57.22
2019-06-30 $2.3M 41k 57.39
2019-03-31 $2.4M 42k 57.44
2018-12-31 $11M 202k 51.82
2018-09-30 $268k 4.3k 62.22
2018-06-30 $2.7M 44k 62.73
2018-03-31 $2.9M 44k 65.20
2017-12-31 $3.4M 53k 64.49
2017-09-30 $3.3M 54k 61.99
2017-06-30 $3.4M 58k 57.83
2017-03-31 $3.0M 55k 54.15
2016-12-31 $2.9M 57k 49.84
2016-09-30 $2.9M 56k 52.42
2016-06-30 $2.6M 55k 48.26
2016-03-31 $2.5M 49k 49.79
2015-12-31 $2.1M 43k 49.96
2015-06-30 $1.8M 35k 51.03
2015-03-31 $313k 16k 20.23
2014-12-31 $1.4M 30k 46.73
2014-09-30 $1.5M 32k 48.50
2014-06-30 $8.3M 157k 52.92
2014-03-31 $1.4M 26k 52.20
2013-12-31 $328k 6.4k 51.03

More positions owned by FDx Advisors

Vanguard Bd Index Fds Total Bnd Mrkt Etf (BND)
Ishares Tr Core Msci Intl Etf (IDEV)
Ishares Tr Rus 1000 Val Etf Etf (IWD)
Ishares Tr Mbs Etf Etf (MBB)
Ishares Tr Rus 1000 Grw Etf Etf (IWF)
Schwab Strategic Tr Us Tips Etf Etf (SCHP)
Ishares Inc Core Msci Emkt Etp (IEMG)
Ishares Tr Core Us Aggbd Et Etf (AGG)
Ishares Tr Core Msci Eafe Etf (IEFA)
Vanguard Index Fds Growth Etf Etf (VUG)
Spdr Ser Tr Portfolio Intrmd Etf (SPIB)
Vanguard Index Fds S P 500 Etf Etf (VOO)
J P Morgan Exchange Traded F Us Qualty Fctr Etf (JQUA)
Ishares Tr Msci Usa Min Vol Etp (USMV)
Ishares Tr Msci Usa Qlt Fct Etf (QUAL)

View all positions for FDx 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