Atwood & Palmer’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Atwood & Palmer’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
2022 Q3	–	Sell	-1,050	Closed	-$57K	–	398
2022 Q2	$57K	Hold	1,050	–	–	0.01%	201
2022 Q1	$70K	Hold	1,050	–	–	0.01%	199
2021 Q4	$77K	Hold	1,050	–	–	0.01%	204
2021 Q3	$78K	Hold	1,050	–	–	0.01%	197
2021 Q2	$78K	Buy	+1,050	New	+$78.8K	0.01%	197
2020 Q1	–	Sell	-2,757	Closed	-$172K	–	323
2019 Q4	$172K	Hold	2,757	–	–	0.02%	132
2019 Q3	$158K	Buy	+2,757	New	+$156K	0.02%	139
2019 Q2	–	Sell	-155	Closed	-$9K	–	329
2019 Q1	$9K	Buy	+155	New	+$8.68K	﹤0.01%	258

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Atwood & Palmer's SCZ Position: Q3 2022 in Review

Atwood & Palmer sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2022, closing a stake of 1,050 shares — an estimated $57K sold.

Atwood & Palmer first reported a position in SCZ in Q1 2019 and held it in 8 quarters. The position peaked at $172K in Q4 2019. 631 funds tracked by Wall St. Rank hold SCZ as of Q3 2022.

Atwood & Palmer reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2022 after selling out during the quarter.
Atwood & Palmer sold 1,050 iShares MSCI EAFE Small-Cap ETF shares in Q3 2022, an estimated $57K.
Atwood & Palmer first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2019 and held it in 8 quarters.
Atwood & Palmer's iShares MSCI EAFE Small-Cap ETF position peaked at $172K in Q4 2019.
631 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2022.

Based on Atwood & Palmer's 13F filing for Q3 2022, filed 12 Oct 2022.