Baldwin Wealth Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Baldwin Wealth Partners’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	-309	Closed	-$19.1K	–	724
2023 Q4	$19.1K	Hold	309	–	–	﹤0.01%	501
2023 Q3	$17.4K	Hold	309	–	–	﹤0.01%	529
2023 Q2	$18.2K	Hold	309	–	–	﹤0.01%	548
2023 Q1	$18.4K	Hold	309	–	–	﹤0.01%	553
2022 Q4	$17.5K	Hold	309	–	–	﹤0.01%	554
2022 Q3	$15K	Sell	309 -57	-16%	-$3.13K	﹤0.01%	479
2022 Q2	$20K	Hold	366	–	–	﹤0.01%	475
2022 Q1	$24K	Buy	366 +57	+18%	+$3.87K	﹤0.01%	462
2021 Q4	$23K	Hold	309	–	–	﹤0.01%	445
2021 Q3	$23K	Sell	309 -114	-27%	-$8.68K	﹤0.01%	443
2021 Q2	$31K	Hold	423	–	–	﹤0.01%	413
2021 Q1	$30K	Buy	+423	New	+$30K	﹤0.01%	411
2018 Q4	–	Sell	-767	Closed	-$48K	–	537
2018 Q3	$48K	Buy	+767	New	+$47.9K	0.01%	319

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

MMI

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Baldwin Wealth Partners's SCZ Position: Q1 2024 in Review

Baldwin Wealth Partners sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2024, closing a stake of 309 shares — an estimated $19.1K sold.

Baldwin Wealth Partners first reported a position in SCZ in Q3 2018 and held it in 13 quarters. The position peaked at $48K in Q3 2018. 683 funds tracked by Wall St. Rank hold SCZ as of Q1 2024.

Baldwin Wealth Partners reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 309 iShares MSCI EAFE Small-Cap ETF shares in Q1 2024, an estimated $19.1K.
Baldwin Wealth Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2018 and held it in 13 quarters.
Baldwin Wealth Partners's iShares MSCI EAFE Small-Cap ETF position peaked at $48K in Q3 2018.
683 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2024.

Based on Baldwin Wealth Partners's 13F filing for Q1 2024, filed 12 Apr 2024.