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ISHARES TR MSCI Small Cap msci small cap shares owned by Merriman Wealth Management

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

Historical chart of Merriman Wealth Management 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 Merriman Wealth Management 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 Merriman Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 190k 67.70
2024-06-30 $4.2M 68k 61.64
2024-03-31 $4.5M 71k 63.33
2023-09-30 $4.0M 71k 56.47
2023-06-30 $4.2M 71k 58.98
2023-03-31 $4.6M 78k 59.51
2022-12-31 $4.6M 81k 56.48
2022-09-30 $4.1M 85k 48.78
2022-06-30 $4.7M 85k 54.59
2022-03-31 $6.0M 91k 66.33
2021-12-31 $6.8M 93k 73.09
2021-09-30 $15M 198k 74.41
2021-06-30 $13M 181k 74.16
2021-03-31 $13M 182k 71.84
2020-12-31 $13M 184k 68.36
2020-09-30 $11M 192k 58.99
2020-06-30 $11M 198k 53.62
2020-03-31 $633k 14k 44.85
2019-12-31 $15M 248k 62.28
2019-09-30 $14M 252k 57.23
2019-06-30 $22M 39k 577.80
2019-03-31 $8.4M 147k 57.44
2018-12-31 $1.4M 27k 52.84
2018-09-30 $717k 12k 62.26
2018-06-30 $443k 7.1k 62.77
2018-03-31 $1.2M 19k 65.19
2017-12-31 $951k 15k 64.53
2017-09-30 $701k 11k 62.04
2017-06-30 $632k 11k 57.88
2016-09-30 $7.4M 142k 52.41
2016-06-30 $6.8M 141k 48.26
2016-03-31 $7.5M 151k 49.80
2015-09-30 $715k 15k 47.74
2013-12-31 $7.9M 155k 50.98
2013-09-30 $7.7M 159k 48.51
2013-03-31 $7.6M 173k 43.96

More positions owned by Merriman Wealth Management

American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 100 Etf (OEF)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
American Centy Etf Tr Emerging Mkt Val (AVES)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for Merriman Wealth Management

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