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ISHARES TR MSCI Small Cap msci small cap shares owned by Pathstone Family Office

Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Pathstone Family Office from 13F filings

Historical chart of Pathstone Family Office 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 Pathstone Family Office 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 Pathstone Family Office

Quarter filed Position value Share count Share price at filing
2023-09-30 $12M 209k 55.97
2023-06-30 $12M 203k 58.98
2023-03-31 $12M 201k 59.51
2022-12-31 $11M 201k 56.42
2022-09-30 $8.3M 170k 48.78
2022-06-30 $9.1M 167k 54.59
2022-03-31 $7.6M 115k 66.33
2021-12-31 $8.0M 110k 73.09
2021-09-30 $8.1M 109k 74.40
2021-06-30 $8.1M 109k 74.16
2021-03-31 $9.6M 133k 71.84
2020-12-31 $9.1M 133k 68.35
2020-09-30 $4.0k 70 57.14
2020-06-30 $3.0k 70 42.86
2020-03-31 $3.0k 70 42.86
2019-09-30 $132k 2.3k 57.34
2019-06-30 $132k 2.3k 57.34
2019-03-31 $48k 836 57.42
2018-12-31 $43k 836 51.44
2018-09-30 $104k 1.7k 62.28
2018-06-30 $105k 1.7k 62.87

More positions owned by Pathstone Family Office

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Large Cap Etf (VV)
Coca-Cola Company (KO)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Pathstone Family Office

Top funds holding ISHARES TR MSCI Small Cap msci small cap

Natixis Asset Management Advisors
State of New Jersey Common Pension Fund D
Creative Planning
Tiaa Trust, National Association
Matson Money
Bank of New York Mellon
Goldman Sachs Group
Bank of America Corporation
Pnc Financial Services
Modera Wealth Management
Washington Trust Bank
BKD Wealth Advisors
Jane Street
UBS Group
HighTower Advisors

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