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Smallcap World Fund F M utual fund shares owned by Richardson Financial Services

Quarter-by-quarter ownership of Smallcap World Fund F M utual fund (SMCFX) shares owned by Richardson Financial Services from 13F filings

Historical chart of Richardson Financial Services investment in Smallcap World Fund F M utual fund

Tip: Access up to 7 years of quarterly data

All positions including Smallcap World Fund F M utual fund held by Richardson Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Smallcap World Fund F M utual fund by Richardson Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $18k 231 77.21
2025-06-30 $17k 231 74.45
2025-03-31 $12k 184 64.56
2024-12-31 $13k 184 69.03
2024-09-30 $25k 364 68.74
2024-06-30 $13k 182 68.74
2024-03-31 $11k 182 62.86

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SPDR Portfolio Developed Wld ex-US ETF Exchange Traded Fund (SPDW)
Microsoft Corporation Common Stocks (MSFT)
Vanguard S&P 500 ETF Exchange Traded Fund (VOO)
SPDR Portfolio Emerging Markets ETF Exchange Traded Fund (SPEM)
Ishs Ibox $ H/y Corp Etf Etf - Fixed Income (HYG)
iShares Core MSCI Europe ETF Exchange Traded Fund (IEUR)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
Alphabet Inc A Common Stocks (GOOGL)
iShares Core MSCI Emerging Markets ETF Exchange Traded Fund (IEMG)
Amazon.com Common Stocks (AMZN)

View all positions for Richardson Financial Services

Top funds holding Smallcap World Fund F M utual fund

Wall Street Access Asset Management
Richardson Financial Services
Transce3nd

View all funds holding Smallcap World Fund F M utual fund