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ISHARES TR MSCI Small Cap msci small cap shares owned by Asset Dedication

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

Historical chart of Asset Dedication 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 Asset Dedication 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 Asset Dedication

Quarter filed Position value Share count Share price at filing
2024-03-31 $792k 13k 62.99
2023-12-31 $775k 13k 61.64
2023-09-30 $730k 13k 56.23
2023-06-30 $773k 13k 58.69
2023-03-31 $778k 13k 59.28
2022-12-31 $772k 14k 56.19
2022-09-30 $674k 14k 48.87
2022-03-31 $714k 11k 66.25
2021-12-31 $838k 12k 73.10
2021-09-30 $875k 12k 74.12
2021-06-30 $765k 10k 74.03
2021-03-31 $694k 9.7k 71.58
2020-12-31 $732k 11k 67.97
2020-09-30 $664k 11k 58.57
2020-06-30 $944k 18k 53.45
2020-03-31 $902k 20k 44.71
2019-12-31 $1.8M 29k 62.04
2019-09-30 $1.7M 29k 57.20
2019-06-30 $1.6M 27k 57.34
2019-03-31 $1.7M 30k 57.32
2018-12-31 $1.2M 23k 51.88
2018-09-30 $891k 14k 62.60
2018-06-30 $869k 14k 63.50
2018-03-31 $936k 14k 65.34
2017-12-31 $806k 12k 64.75
2017-09-30 $787k 13k 62.05
2017-06-30 $716k 12k 57.86
2017-03-31 $652k 12k 53.93
2016-12-31 $610k 12k 49.49
2016-09-30 $585k 12k 49.56
2016-06-30 $585k 12k 49.56
2016-03-31 $606k 12k 49.82
2015-12-31 $671k 13k 49.97

More positions owned by Asset Dedication

Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
Dimensional U.S. Targeted Value ETF Etf (DFAT)
Dimensional World ex U.S. Core Equity 2 ETF Etf (DFAX)
Dimensional Emerging Markets Value ETF Etf (DFEV)
Dimensional Emerging Markets Core Equity 2 ETF Etf (DFEM)
BulletShares Corporate Bond ETF 12/15/2024 Etf (BSCO)
Dimensional International Core Equity 2 ETF Etf (DFIC)
BulletShares Corporate Bond ETF 12/15/2025 Etf (BSCP)
Dimensional International Small Cap Value ETF Etf (DISV)
BulletShares Corporate Bond ETF 12/15/2026 Etf (BSCQ)
Dimensional U.S. Equity ETF Etf (DFUS)
Schwab U.S. Large-Cap ETF Etf (SCHX)
SPDR S&P 400 Mid Cap Value ETF Etf (MDYV)
Microsoft Corp Equities (MSFT)
Apple Equities (AAPL)

View all positions for Asset Dedication

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
Jane Street
FMR
Goldman Sachs Group
BlackRock
Morgan Stanley
Bank of America Corporation
Modera Wealth Management
Pnc Financial Services
Washington Trust Bank

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