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

Altium 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
2021 Q4	–	Sell	-3,097	Closed	-$230K	–	401
2021 Q3	$230K	Sell	3,097 -542	-15%	-$41.3K	0.02%	341
2021 Q2	$270K	Hold	3,639	–	–	0.02%	331
2021 Q1	$261K	Buy	+3,639	New	+$258K	0.02%	320
2019 Q2	–	Sell	-4,491	Closed	-$258K	–	293
2019 Q1	$258K	Hold	4,491	–	–	0.04%	226
2018 Q4	$233K	Sell	4,491 -1,500	-25%	-$84K	0.04%	230
2018 Q3	$373K	Buy	5,991 +1,599	+36%	+$99.8K	0.07%	190
2018 Q2	$276K	Buy	4,392 +42	+1%	+$2.75K	0.07%	196
2018 Q1	$284K	Hold	4,350	–	–	0.11%	137
2017 Q4	$281K	Buy	+4,350	New	+$274K	0.13%	127

Other funds holding SCZ

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

MMI

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

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

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

Altium Wealth Management's SCZ Position: Q4 2021 in Review

Altium Wealth Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2021, closing a stake of 3,097 shares — an estimated $230K sold.

Altium Wealth Management first reported a position in SCZ in Q4 2017 and held it in 9 quarters. The position peaked at $373K in Q3 2018. 721 funds tracked by Wall St. Rank hold SCZ as of Q4 2021.

Altium Wealth Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2021 after selling out during the quarter.
Altium Wealth Management sold 3,097 iShares MSCI EAFE Small-Cap ETF shares in Q4 2021, an estimated $230K.
Altium Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2017 and held it in 9 quarters.
Altium Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $373K in Q3 2018.
721 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2021.

Based on Altium Wealth Management's 13F filing for Q4 2021, filed 31 Jan 2022.