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

Argonautica Private 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
2025 Q1	–	Sell	-8,929	Closed	-$542K	–	201
2024 Q4	$542K	Sell	8,929 -291	-3%	-$18.5K	0.18%	112
2024 Q3	$624K	Sell	9,220 -54	-0.6%	-$3.48K	0.21%	96
2024 Q2	$572K	Sell	9,274 -70	-0.7%	-$4.39K	0.2%	103
2024 Q1	$592K	Buy	9,344 +31	+0.3%	+$1.9K	0.21%	97
2023 Q4	$576K	Sell	9,313 -11	-0.1%	-$628	0.24%	87
2023 Q3	$527K	Sell	9,324 -656	-7%	-$38.7K	0.24%	84
2023 Q2	$589K	Buy	9,980 +629	+7%	+$37.6K	0.26%	76
2023 Q1	$556K	Buy	9,351 +167	+2%	+$9.91K	0.28%	74
2022 Q4	$519K	Buy	+9,184	New	+$493K	0.27%	74

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

Argonautica Private Wealth Management's SCZ Position: Q1 2025 in Review

Argonautica Private Wealth Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2025, closing a stake of 8,929 shares — an estimated $542K sold.

Argonautica Private Wealth Management first reported a position in SCZ in Q4 2022 and held it in 9 quarters. The position peaked at $624K in Q3 2024. 687 funds tracked by Wall St. Rank hold SCZ as of Q1 2025.

Argonautica Private Wealth Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
Argonautica Private Wealth Management sold 8,929 iShares MSCI EAFE Small-Cap ETF shares in Q1 2025, an estimated $542K.
Argonautica Private Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2022 and held it in 9 quarters.
Argonautica Private Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $624K in Q3 2024.
687 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2025.

Based on Argonautica Private Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.