AA
SCZ icon

Axiom Advisory’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Axiom Advisory’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
Q3 		$1.5M Buy
23,360
+606
+3% +$39K 0.01% 132
2024
Q2 		$1.43M Buy
+22,754
New +$1.43M 0.02% 133

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Axiom Advisory's SCZ Position: Q3 2024 in Review

Axiom Advisory increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 2.7% in Q3 2024, buying an estimated $39K and bringing the position to 23,360 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #132.

Axiom Advisory first reported a position in SCZ in Q2 2024 and has held it in 2 quarters since. 691 funds tracked by Wall St. Rank hold SCZ as of Q3 2024.

  • Axiom Advisory held 23,360 shares of iShares MSCI EAFE Small-Cap ETF worth $1.5M as of Q3 2024.
  • Axiom Advisory bought 606 iShares MSCI EAFE Small-Cap ETF shares in Q3 2024, an estimated $39K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.01% of Axiom Advisory's portfolio in Q3 2024, its #132 holding.
  • Axiom Advisory first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2024 and has held it in 2 quarters since.
  • 691 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.