Modera Wealth Management »

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

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

Historical chart of Modera Wealth Management 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 Modera Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in ISHARES TR MSCI Small Cap msci small cap by Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $154M 2.3M 67.70
2024-06-30 $131M 2.1M 61.64
2024-03-31 $128M 2.0M 63.33
2023-12-31 $118M 1.9M 61.90
2023-09-30 $106M 1.9M 56.47
2023-06-30 $103M 1.7M 58.98
2023-03-31 $97M 1.6M 59.51
2022-12-31 $76M 1.4M 56.48
2022-09-30 $58M 1.2M 48.78
2022-06-30 $57M 1.0M 54.59
2022-03-31 $62M 938k 66.34
2021-12-31 $67M 911k 73.09
2021-09-30 $62M 827k 74.41
2021-06-30 $61M 820k 74.16
2021-03-31 $55M 771k 71.84
2020-12-31 $50M 725k 68.35
2020-09-30 $35M 599k 58.99
2020-06-30 $30M 564k 53.62
2020-03-31 $26M 568k 44.83
2019-12-31 $35M 564k 62.28
2019-09-30 $32M 562k 57.23
2019-06-30 $31M 542k 57.40
2019-03-31 $30M 518k 57.44
2018-12-31 $25M 475k 51.82
2018-09-30 $14M 227k 62.28
2018-06-30 $14M 221k 62.74
2018-03-31 $15M 234k 65.19
2017-12-31 $15M 230k 64.50
2017-09-30 $14M 223k 62.00
2017-06-30 $13M 221k 57.84
2017-03-31 $12M 223k 54.14
2016-12-31 $11M 217k 49.84
2016-09-30 $12M 224k 52.41
2016-06-30 $11M 225k 48.26
2016-03-31 $12M 244k 49.80
2015-12-31 $12M 249k 49.95
2015-09-30 $11M 232k 47.77
2015-06-30 $12M 231k 51.02
2015-03-31 $11M 218k 49.47
2014-12-31 $8.9M 192k 46.71
2014-09-30 $2.0M 42k 48.49
2014-06-30 $1.6M 30k 52.90
2014-03-31 $1.6M 30k 52.20
2013-12-31 $1.5M 29k 50.99
2013-09-30 $1.1M 22k 48.52
2013-06-30 $965k 23k 41.94
2013-03-31 $1.1M 26k 43.96
2012-12-31 $1.1M 27k 40.70
2012-09-30 $1.0M 27k 38.70
2012-03-31 $1.3M 33k 40.13
2011-12-31 $1.1M 33k 34.76

More positions owned by Modera Wealth Management

EQT Corporation (EQT)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Modera 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