Aspire Private Capital’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Aspire Private Capital’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
2024 Q4	–	Sell	-125	Closed	-$8.46K	–	540
2024 Q3	$8.46K	Hold	125	–	–	﹤0.01%	406
2024 Q2	$7.71K	Hold	125	–	–	﹤0.01%	414
2024 Q1	$7.92K	Hold	125	–	–	﹤0.01%	425
2023 Q4	$7.74K	Hold	125	–	–	﹤0.01%	422
2023 Q3	$7.06K	Hold	125	–	–	﹤0.01%	441
2023 Q2	$7.37K	Hold	125	–	–	﹤0.01%	408
2023 Q1	$7.44K	Hold	125	–	–	﹤0.01%	401
2022 Q4	$7.06K	Hold	125	–	–	﹤0.01%	393
2022 Q3	$6K	Hold	125	–	–	﹤0.01%	406
2022 Q2	$7K	Hold	125	–	–	﹤0.01%	373
2022 Q1	$8K	Hold	125	–	–	﹤0.01%	358
2021 Q4	$9K	Hold	125	–	–	﹤0.01%	353
2021 Q3	$9K	Sell	125 -265	-68%	-$20.2K	﹤0.01%	323
2021 Q2	$29K	Buy	390 +167	+75%	+$12.5K	0.01%	246
2021 Q1	$16K	Buy	+223	New	+$15.8K	0.01%	297

Other funds holding SCZ

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Aspire Private Capital's SCZ Position: Q4 2024 in Review

Aspire Private Capital sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2024, closing a stake of 125 shares — an estimated $8.46K sold.

Aspire Private Capital first reported a position in SCZ in Q1 2021 and held it in 15 quarters. The position peaked at $29K in Q2 2021. 707 funds tracked by Wall St. Rank hold SCZ as of Q4 2024.

Aspire Private Capital reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 125 iShares MSCI EAFE Small-Cap ETF shares in Q4 2024, an estimated $8.46K.
Aspire Private Capital first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2021 and held it in 15 quarters.
Aspire Private Capital's iShares MSCI EAFE Small-Cap ETF position peaked at $29K in Q2 2021.
707 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.