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ISHARES TR MSCI Small Cap msci small cap shares owned by Presilium Private Wealth

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

Historical chart of Presilium Private Wealth 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 Presilium Private Wealth 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 Presilium Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $810k 13k 63.33
2023-12-31 $796k 13k 61.90

More positions owned by Presilium Private Wealth

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Ishares Tr National Mun Etf (MUB)

View all positions for Presilium Private Wealth

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