AWG
SCZ icon

Altus Wealth Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Altus Wealth Group’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
Q1 		– Sell
-20
Closed -$1K – 674
2020
Q4 		$1K Buy
+20
New +$1.26K ﹤0.01% 818

Other funds holding SCZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Altus Wealth Group's SCZ Position: Q1 2021 in Review

Altus Wealth Group sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2021, closing a stake of 20 shares — an estimated $1K sold.

Altus Wealth Group first reported a position in SCZ in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 607 funds tracked by Wall St. Rank hold SCZ as of Q1 2021.

  • Altus Wealth Group reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 20 iShares MSCI EAFE Small-Cap ETF shares in Q1 2021, an estimated $1K.
  • Altus Wealth Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's iShares MSCI EAFE Small-Cap ETF position peaked at $1K in Q4 2020.
  • 607 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.