BDO Wealth Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

BDO Wealth Advisors’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 Q2	$3.24K	Hold	55	–	–	﹤0.01%	817
2023 Q1	$3.27K	Hold	55	–	–	﹤0.01%	854
2022 Q4	$3.11K	Hold	55	–	–	﹤0.01%	820
2022 Q3	$3K	Hold	55	–	–	﹤0.01%	893
2022 Q2	$3K	Buy	+55	New	+$3.33K	﹤0.01%	867
2020 Q2	–	Sell	-174,590	Closed	-$7.83M	–	758
2020 Q1	$7.83M	Buy	174,590 +174,473	+149,122%	+$9.7M	1.58%	15
2019 Q4	$7K	Sell	117 -457	-80%	-$27.5K	﹤0.01%	458
2019 Q3	$33K	Sell	574 -35	-6%	-$1.98K	0.01%	359
2019 Q2	$35K	Buy	609 +9	+2%	+$520	0.01%	347
2019 Q1	$34K	Buy	600 +35	+6%	+$1.96K	0.01%	327
2018 Q4	$29K	Sell	565 -93	-14%	-$5.21K	0.01%	307
2018 Q3	$41K	Buy	658 +20	+3%	+$1.25K	0.01%	311
2018 Q2	$40K	Buy	638 +7	+1%	+$458	0.01%	321
2018 Q1	$41K	Buy	+631	New	+$41.6K	0.02%	267
2017 Q3	–	Sell	-1,072	Closed	-$62K	–	526
2017 Q2	$62K	Buy	+1,072	New	+$61.1K	0.03%	216

Other funds holding SCZ

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

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

MMI

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BDO Wealth Advisors's SCZ Position: Q2 2023 in Review

BDO Wealth Advisors held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2023 at 55 shares worth $3.24K. The position accounts for ﹤0.01% of the portfolio, ranked #817.

BDO Wealth Advisors first reported a position in SCZ in Q2 2017 and has held it in 15 quarters since. The position peaked at $7.83M in Q1 2020. 668 funds tracked by Wall St. Rank hold SCZ as of Q2 2023.

BDO Wealth Advisors held 55 shares of iShares MSCI EAFE Small-Cap ETF worth $3.24K as of Q2 2023.
BDO Wealth Advisors left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2023.
iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #817 holding.
BDO Wealth Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2017 and has held it in 15 quarters since.
BDO Wealth Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $7.83M in Q1 2020.
668 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.