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ISHARES TR MSCI Small Cap msci small cap shares owned by MBM Wealth Consultants

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

Historical chart of MBM Wealth Consultants 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 MBM Wealth Consultants 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 MBM Wealth Consultants

Quarter filed Position value Share count Share price at filing
2026-03-31 $14k 176 78.41

More positions owned by MBM Wealth Consultants

Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)
Ishares U S Etf Tr Short Duration B (NEAR)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)
Apple (AAPL)
Ishares Tr Shrt Nat Mun Etf (SUB)

View all positions for MBM Wealth Consultants

Top funds holding ISHARES TR MSCI Small Cap msci small cap

Jones Financial Companies, L.L
Natixis Asset Management Advisors
TIAA Wealth Investment Management
Tiaa-cref Individual & Institutional Services
Creative Planning
BlackRock
State of New Jersey Common Pension Fund D
Bank of New York Mellon
Goldman Sachs Group
FMR
Morgan Stanley
Bank of America Corporation
Colony
Northern Trust
Cassaday & Co Wealth Management

View all funds holding ISHARES TR MSCI Small Cap msci small cap