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

Aries 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
2022 Q2	–	Sell	-80,654	Closed	-$5.35M	–	225
2022 Q1	$5.35M	Buy	+80,654	New	+$5.48M	2.32%	18
2020 Q3	–	Sell	-4,341	Closed	-$233K	–	154
2020 Q2	$233K	Sell	4,341 -3,225	-43%	-$163K	0.14%	121
2020 Q1	$329K	Sell	7,566 -175	-2%	-$9.73K	0.25%	90
2019 Q4	$481K	Sell	7,741 -200	-3%	-$12K	0.29%	80
2019 Q3	$460K	Sell	7,941 -300	-4%	-$17K	0.31%	79
2019 Q2	$478K	Buy	8,241 +3,525	+75%	+$204K	0.33%	81
2019 Q1	$271K	Sell	4,716 -185	-4%	-$10.4K	0.2%	111
2018 Q4	$254K	Sell	4,901 -513	-9%	-$28.7K	0.27%	91
2018 Q3	$337K	Buy	5,414 +135	+3%	+$8.43K	0.3%	83
2018 Q2	$335K	Buy	5,279 +439	+9%	+$28.7K	0.31%	83
2018 Q1	$318K	Buy	4,840 +1,486	+44%	+$98.1K	0.31%	86
2017 Q4	$227K	Buy	+3,354	New	+$211K	0.21%	108

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MMI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Aries Wealth Management's SCZ Position: Q2 2022 in Review

Aries Wealth Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2022, closing a stake of 80,654 shares — an estimated $5.35M sold.

Aries Wealth Management first reported a position in SCZ in Q4 2017 and held it in 12 quarters. The position peaked at $5.35M in Q1 2022. 667 funds tracked by Wall St. Rank hold SCZ as of Q2 2022.

Aries Wealth Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2022 after selling out during the quarter.
Aries Wealth Management sold 80,654 iShares MSCI EAFE Small-Cap ETF shares in Q2 2022, an estimated $5.35M.
Aries Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2017 and held it in 12 quarters.
Aries Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $5.35M in Q1 2022.
667 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2022.

Based on Aries Wealth Management's 13F filing for Q2 2022, filed 27 Jul 2022.