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

Alpine Bank 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
2024 Q3	$1.4M	Buy	+20,665	New	+$1.33M	0.22%	61

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Alpine Bank Wealth Management's SCZ Position: Q3 2024 in Review

Alpine Bank Wealth Management opened a new position in iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2024: 20,665 shares worth $1.4M. The stake represents 0.22% of the portfolio and ranks #61 among its holdings.

691 funds tracked by Wall St. Rank hold SCZ as of Q3 2024.

Alpine Bank Wealth Management held 20,665 shares of iShares MSCI EAFE Small-Cap ETF worth $1.4M as of Q3 2024.
iShares MSCI EAFE Small-Cap ETF was a new Alpine Bank Wealth Management position in Q3 2024.
iShares MSCI EAFE Small-Cap ETF made up 0.22% of Alpine Bank Wealth Management's portfolio in Q3 2024, its #61 holding.
691 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2024.

Based on Alpine Bank Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.