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

Atlantic Edge 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
2026
Q1 		$40.5K Hold
516
– – 0.01% 257
2025
Q4 		$40K Hold
516
– – 0.01% 241
2025
Q3 		$39.6K Hold
516
– – 0.01% 232
2025
Q2 		$37.5K Sell
516
-12
-2% -$812 0.01% 231
2025
Q1 		$33.5K Hold
528
– – 0.01% 228
2024
Q4 		$32.1K Buy
528
+516
+4,300% +$32.8K 0.01% 225
2024
Q3 		$813 Hold
12
– – ﹤0.01% 474
2024
Q2 		$740 Hold
12
– – ﹤0.01% 453
2024
Q1 		$760 Hold
12
– – ﹤0.01% 463
2023
Q4 		$743 Buy
+12
New +$685 ﹤0.01% 443

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TWIM
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TCIIS
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Creative Planning
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BlackRock
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State of New Jersey Common Pension Fund D
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return