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ISHARES TR MSCI Small Cap msci small cap shares owned by Halbert Hargrove Global Advisors

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

Historical chart of Halbert Hargrove Global 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 Halbert Hargrove Global 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 Halbert Hargrove Global Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $31M 464k 67.70
2024-06-30 $33M 539k 61.64
2024-03-31 $38M 606k 63.33
2023-12-31 $39M 623k 61.90
2023-09-30 $34M 598k 56.47
2023-06-30 $35M 592k 58.98
2023-03-31 $35M 591k 59.51
2022-12-31 $34M 594k 56.48
2022-09-30 $29M 595k 48.78
2022-06-30 $32M 591k 54.59
2022-03-31 $39M 593k 66.34
2021-12-31 $43M 581k 73.09
2021-09-30 $43M 572k 74.41
2021-06-30 $45M 609k 74.16
2021-03-31 $44M 612k 71.84
2020-12-31 $42M 617k 68.35
2020-09-30 $36M 618k 58.99
2020-06-30 $15M 282k 53.62
2020-03-31 $12M 275k 44.83
2016-12-31 $211k 4.2k 49.89
2016-09-30 $308k 5.9k 52.49
2016-06-30 $294k 6.1k 48.30
2016-03-31 $857k 17k 49.81
2015-12-31 $781k 16k 49.95
2015-09-30 $1.1M 23k 47.78
2015-06-30 $1.3M 26k 51.02
2015-03-31 $2.3M 47k 49.46
2014-12-31 $3.5M 74k 46.72
2014-09-30 $4.5M 93k 48.50
2014-06-30 $44M 830k 52.92
2014-03-31 $44M 848k 52.20
2013-12-31 $43M 851k 50.98
2013-09-30 $42M 858k 48.51
2013-06-30 $36M 846k 41.94
2013-03-31 $36M 827k 43.96
2012-12-31 $34M 831k 40.71
2012-09-30 $31M 807k 38.70
2012-06-30 $30M 841k 36.14
2012-03-31 $32M 798k 40.13
2011-12-31 $27M 769k 34.76
2011-09-30 $26M 754k 34.94
2011-06-30 $32M 733k 43.63
2011-03-31 $31M 716k 43.34

More positions owned by Halbert Hargrove Global Advisors

Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Us Efficient Cor (NTSX)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Wisdomtree Tr Internationl Efi (NTSI)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Intl Eqty Factor (INTF)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Micro-cap Etf (IWC)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)

View all positions for Halbert Hargrove Global 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