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

Aspire 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
2023
Q2 		– Sell
-113
Closed -$6.72K – 194
2023
Q1 		$6.72K Hold
113
– – 0.01% 163
2022
Q4 		$6.38K Hold
113
– – 0.01% 163
2022
Q3 		$6K Hold
113
– – 0.01% 151
2022
Q2 		$6K Hold
113
– – 0.01% 159
2022
Q1 		$7K Hold
113
– – 0.01% 155
2021
Q4 		$8K Buy
+113
New +$8.39K 0.01% 156

Other funds holding SCZ

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aspire Wealth Management's SCZ Position: Q2 2023 in Review

Aspire Wealth Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2023, closing a stake of 113 shares — an estimated $6.72K sold.

Aspire Wealth Management first reported a position in SCZ in Q4 2021 and held it in 6 quarters. The position peaked at $8K in Q4 2021. 667 funds tracked by Wall St. Rank hold SCZ as of Q2 2023.

  • Aspire Wealth Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Aspire Wealth Management sold 113 iShares MSCI EAFE Small-Cap ETF shares in Q2 2023, an estimated $6.72K.
  • Aspire Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and held it in 6 quarters.
  • Aspire Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $8K in Q4 2021.
  • 667 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2023.

Based on Aspire Wealth Management's 13F filing for Q2 2023, filed 27 Jul 2023.