9258 Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

9258 Wealth Management’s Portfolio SCZ Stock Details SCZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-7,710	Closed	-$376K	–	340
2022 Q3	$376K	Sell	7,710 -172	-2%	-$9.43K	0.1%	198
2022 Q2	$430K	Sell	7,882 -1,026	-12%	-$62.1K	0.11%	194
2022 Q1	$591K	Sell	8,908 -140	-2%	-$9.51K	0.14%	167
2021 Q4	$661K	Buy	9,048 +2,158	+31%	+$160K	0.15%	150
2021 Q3	$513K	Sell	6,890 -1,082	-14%	-$82.4K	0.14%	165
2021 Q2	$591K	Buy	7,972 +41	+0.5%	+$3.08K	0.16%	145
2021 Q1	$570K	Buy	7,931 +2	+0%	+$142	0.17%	140
2020 Q4	$542K	Buy	7,929 +642	+9%	+$40.5K	0.18%	141
2020 Q3	$415K	Sell	7,287 -157	-2%	-$9K	0.16%	156
2020 Q2	$399K	Buy	7,444 +42	+0.6%	+$2.12K	0.16%	158
2020 Q1	$355K	Sell	7,402 -3,434	-32%	-$191K	0.16%	159
2019 Q4	$675K	Buy	+10,836	New	+$651K	0.25%	116

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

9258 Wealth Management's SCZ Position: Q4 2022 in Review

9258 Wealth Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2022, closing a stake of 7,710 shares — an estimated $376K sold.

9258 Wealth Management first reported a position in SCZ in Q4 2019 and held it in 12 quarters. The position peaked at $675K in Q4 2019. 684 funds tracked by Wall St. Rank hold SCZ as of Q4 2022.

9258 Wealth Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2022 after selling out during the quarter.
9258 Wealth Management sold 7,710 iShares MSCI EAFE Small-Cap ETF shares in Q4 2022, an estimated $376K.
9258 Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and held it in 12 quarters.
9258 Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $675K in Q4 2019.
684 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2022.

Based on 9258 Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.