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

Atlas 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
2023
Q1 		– Sell
-8,921
Closed -$504K – 119
2022
Q4 		$504K Sell
8,921
-45
-0.5% -$2.42K 0.23% 84
2022
Q3 		$437K Buy
8,966
+3
+0% +$165 0.32% 80
2022
Q2 		$489K Sell
8,963
-5,014
-36% -$303K 0.33% 85
2022
Q1 		$927K Buy
13,977
+456
+3% +$31K 0.54% 63
2021
Q4 		$988K Buy
13,521
+480
+4% +$35.6K 0.55% 59
2021
Q3 		$970K Buy
13,041
+2,698
+26% +$205K 0.59% 54
2021
Q2 		$767K Buy
10,343
+410
+4% +$30.8K 0.47% 63
2021
Q1 		$714K Buy
9,933
+4,247
+75% +$301K 0.46% 62
2020
Q4 		$389K Buy
5,686
+2,796
+97% +$176K 0.28% 82
2020
Q3 		$170K Buy
2,890
+31
+1% +$1.78K 0.13% 114
2020
Q2 		$153K Sell
2,859
-601
-17% -$30.3K 0.12% 123
2020
Q1 		$155K Sell
3,460
-98
-3% -$5.45K 0.14% 118
2019
Q4 		$222K Buy
+3,558
New +$214K 0.17% 119

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Atlas Private Wealth Management's SCZ Position: Q1 2023 in Review

Atlas Private Wealth Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2023, closing a stake of 8,921 shares — an estimated $504K sold.

Atlas Private Wealth Management first reported a position in SCZ in Q4 2019 and held it in 13 quarters. The position peaked at $988K in Q4 2021. 681 funds tracked by Wall St. Rank hold SCZ as of Q1 2023.

  • Atlas Private Wealth Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Atlas Private Wealth Management sold 8,921 iShares MSCI EAFE Small-Cap ETF shares in Q1 2023, an estimated $504K.
  • Atlas Private Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and held it in 13 quarters.
  • Atlas Private Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $988K in Q4 2021.
  • 681 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2023.

Based on Atlas Private Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.