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ISHARES TR MSCI Small Cap msci small cap shares owned by Great Point Wealth Advisors

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

Historical chart of Great Point 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 Great Point Wealth 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 Great Point Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 21k 67.70
2024-06-30 $1.3M 22k 61.64
2024-03-31 $1.4M 22k 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 $1.4M 24k 59.51
2022-12-31 $1.6M 28k 56.48
2022-09-30 $724k 15k 48.79
2022-06-30 $1.6M 29k 54.58