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Arcadia Wealth Management (New Hampshire)’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Arcadia Wealth Management (New Hampshire)’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
2023
Q3 		– Sell
-3,666
Closed -$216K – 53
2023
Q2 		$216K Sell
3,666
-7,797
-68% -$466K 0.16% 50
2023
Q1 		$682K Sell
11,463
-2,265
-16% -$134K 0.57% 29
2022
Q4 		$775K Buy
+13,728
New +$737K 0.68% 27

Other funds holding SCZ

Jones Financial Companies
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Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arcadia Wealth Management (New Hampshire)'s SCZ Position: Q3 2023 in Review

Arcadia Wealth Management (New Hampshire) sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2023, closing a stake of 3,666 shares — an estimated $216K sold.

Arcadia Wealth Management (New Hampshire) first reported a position in SCZ in Q4 2022 and held it in 3 quarters. The position peaked at $775K in Q4 2022. 650 funds tracked by Wall St. Rank hold SCZ as of Q3 2023.

  • Arcadia Wealth Management (New Hampshire) reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Arcadia Wealth Management (New Hampshire) sold 3,666 iShares MSCI EAFE Small-Cap ETF shares in Q3 2023, an estimated $216K.
  • Arcadia Wealth Management (New Hampshire) first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2022 and held it in 3 quarters.
  • Arcadia Wealth Management (New Hampshire)'s iShares MSCI EAFE Small-Cap ETF position peaked at $775K in Q4 2022.
  • 650 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2023.

Based on Arcadia Wealth Management (New Hampshire)'s 13F filing for Q3 2023, filed 14 Nov 2023.