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ISHARES TR MSCI Small Cap msci small cap shares owned by Nicholas Hoffman & Company

Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Nicholas Hoffman & Company from 13F filings

Historical chart of Nicholas Hoffman & Company 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 Nicholas Hoffman & Company 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 Nicholas Hoffman & Company

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.8M 42k 67.70
2024-06-30 $2.6M 43k 61.64
2024-03-31 $2.8M 44k 63.33
2023-12-31 $2.7M 44k 61.90
2023-09-30 $3.6M 64k 56.47
2023-06-30 $3.8M 64k 58.98
2023-03-31 $3.8M 64k 59.51
2022-12-31 $4.0M 71k 56.48
2022-09-30 $2.2M 45k 48.78
2022-06-30 $2.4M 44k 54.60
2022-03-31 $2.9M 44k 66.33
2021-12-31 $3.1M 43k 73.09
2021-09-30 $3.1M 42k 74.42
2021-06-30 $3.1M 42k 74.17
2021-03-31 $3.0M 42k 71.84
2020-12-31 $2.9M 42k 68.36
2020-09-30 $2.5M 42k 59.00
2020-06-30 $2.4M 44k 53.63
2020-03-31 $2.9M 65k 44.83
2019-12-31 $4.2M 68k 62.28
2019-09-30 $3.9M 69k 57.23
2019-06-30 $3.9M 68k 57.41
2019-03-31 $3.9M 68k 57.44
2018-12-31 $3.6M 69k 51.82
2018-09-30 $390k 6.3k 62.24
2018-06-30 $395k 6.3k 62.76
2018-03-31 $451k 6.9k 65.21
2017-12-31 $446k 6.9k 64.49
2017-09-30 $530k 8.5k 62.01
2017-06-30 $451k 7.8k 57.78
2017-03-31 $416k 7.7k 54.14
2016-12-31 $492k 9.8k 50.17

More positions owned by Nicholas Hoffman & Company

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Mid-cap Etf Etf (VO)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard Dividend Appreciation Etf Etf (VIG)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Vanguard Small-cap Etf Etf (VB)
Invesco Qqq Trust Series I Etf (QQQ)
Microsoft Corp Stock (MSFT)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Spdr S&p 500 Etf Trust Etf (SPY)
Broadcom Stock (AVGO)
Apple Stock (AAPL)
Accenture Plc Ireland Shs Class A Stock (ACN)

View all positions for Nicholas Hoffman & Company

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