AWM
SCZ icon

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

Atticus 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
2024
Q1 		– Sell
-103
Closed -$6.38K – 580
2023
Q4 		$6.38K Hold
103
– – ﹤0.01% 437
2023
Q3 		$5.82K Hold
103
– – ﹤0.01% 446
2023
Q2 		$6.08K Hold
103
– – ﹤0.01% 437
2023
Q1 		$6.13K Hold
103
– – ﹤0.01% 422
2022
Q4 		$5.82K Hold
103
– – ﹤0.01% 422
2022
Q3 		$6K Hold
103
– – ﹤0.01% 423
2022
Q2 		$6K Hold
103
– – ﹤0.01% 454
2022
Q1 		$7K Buy
+103
New +$7K ﹤0.01% 440

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Atticus Wealth Management's SCZ Position: Q1 2024 in Review

Atticus Wealth Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2024, closing a stake of 103 shares — an estimated $6.38K sold.

Atticus Wealth Management first reported a position in SCZ in Q1 2022 and held it in 8 quarters. The position peaked at $7K in Q1 2022. 681 funds tracked by Wall St. Rank hold SCZ as of Q1 2024.

  • Atticus Wealth Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Atticus Wealth Management sold 103 iShares MSCI EAFE Small-Cap ETF shares in Q1 2024, an estimated $6.38K.
  • Atticus Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2022 and held it in 8 quarters.
  • Atticus Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $7K in Q1 2022.
  • 681 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2024.

Based on Atticus Wealth Management's 13F filing for Q1 2024, filed 17 Apr 2024.