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ISHARES TR MSCI Small Cap msci small cap shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors 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 Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $10M 154k 67.70
2024-06-30 $10M 162k 61.64
2024-03-31 $11M 166k 63.33
2023-12-31 $17M 277k 61.90
2023-09-30 $14M 247k 56.47
2023-06-30 $5.7M 96k 58.98
2023-03-31 $6.7M 113k 59.51
2022-12-31 $6.7M 118k 56.48
2022-09-30 $7.8M 160k 48.78
2022-06-30 $15M 269k 54.59
2022-03-31 $34M 517k 66.34
2021-12-31 $378k 5.2k 73.18
2021-09-30 $276k 3.7k 74.43
2021-06-30 $202k 2.7k 74.26
2021-03-31 $143k 2.0k 71.82
2020-12-31 $68k 999 68.07
2020-09-30 $16k 275 58.18
2020-06-30 $76k 1.4k 54.25
2020-03-31 $113k 2.6k 42.80
2019-12-31 $281k 4.5k 62.74
2019-09-30 $256k 4.5k 57.16
2019-06-30 $263k 4.6k 57.36
2019-03-31 $255k 4.4k 57.42
2018-12-31 $126k 2.4k 51.72
2018-09-30 $166k 2.7k 62.24
2018-06-30 $175k 2.8k 62.75
2018-03-31 $187k 2.9k 64.46
2017-12-31 $237k 3.7k 64.44
2017-09-30 $146k 2.4k 61.94
2017-06-30 $55k 945 58.20
2016-12-31 $47k 945 49.74
2016-06-30 $38k 790 48.10
2016-03-31 $39k 790 49.37

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Vanguard Value Etf (VTV)
Microsoft Corp Stock (MSFT)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Vanguard S&p 500 Etf Etf (VOO)
Nvidia Corporation Stock (NVDA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Growth Etf Etf (VUG)
Vanguard Small-cap Etf Etf (VB)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial 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