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Ishares Tr msci usa smlcp shares owned by Diversified Trust Company

Quarter-by-quarter ownership of Ishares Tr msci usa smlcp (SMLF) shares owned by Diversified Trust Company from 13F filings

Historical chart of Diversified Trust Company investment in Ishares Tr msci usa smlcp

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci usa smlcp held by Diversified Trust Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr msci usa smlcp by Diversified Trust Company

Quarter filed Position value Share count Share price at filing
2024-03-31 $457k 7.2k 63.58
2021-12-31 $644k 11k 57.29

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View all positions for Diversified Trust Company

Top funds holding Ishares Tr msci usa smlcp

Alan Leist III
Wells Fargo & Company
Acropolis Investment Management
Ullmann Financial
Bsc Private Wealth Management
Financial Management Professionals
CWM
Mercer Global Advisors
Gyl Financial Synergies
UBS Group
Bank of America Corporation
HPM Partners
First Ascent Asset Management
Addison Advisors
Wade Financial Advisory

View all funds holding Ishares Tr msci usa smlcp