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

BerganKDV 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
2023 Q2	$49.1K	Hold	833	–	–	﹤0.01%	378
2023 Q1	$49.6K	Sell	833 -169	-17%	-$10K	0.01%	394
2022 Q4	$56.6K	Buy	1,002 +99	+11%	+$5.31K	0.01%	368
2022 Q3	$44K	Hold	903	–	–	0.01%	384
2022 Q2	$49K	Hold	903	–	–	0.01%	385
2022 Q1	$60K	Hold	903	–	–	0.01%	378
2021 Q4	$66K	Sell	903 -857	-49%	-$63.6K	0.01%	386
2021 Q3	$131K	Buy	+1,760	New	+$134K	0.01%	289
2019 Q3	–	Sell	-59	Closed	-$3K	–	747
2019 Q2	$3K	Sell	59 -106	-64%	-$6.12K	﹤0.01%	645
2019 Q1	$9K	Hold	165	–	–	﹤0.01%	547
2018 Q4	$9K	Hold	165	–	–	﹤0.01%	502
2018 Q3	$10K	Sell	165 -11	-6%	-$687	﹤0.01%	493
2018 Q2	$11K	Buy	+176	New	+$11.5K	﹤0.01%	491

Other funds holding SCZ

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

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

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

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $871B AUM 31.28% 1-Year Est. Return

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

BerganKDV Wealth Management's SCZ Position: Q2 2023 in Review

BerganKDV Wealth Management held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2023 at 833 shares worth $49.1K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

BerganKDV Wealth Management first reported a position in SCZ in Q2 2018 and has held it in 13 quarters since. The position peaked at $131K in Q3 2021. 667 funds tracked by Wall St. Rank hold SCZ as of Q2 2023.

BerganKDV Wealth Management held 833 shares of iShares MSCI EAFE Small-Cap ETF worth $49.1K as of Q2 2023.
BerganKDV Wealth Management 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 BerganKDV Wealth Management's portfolio in Q2 2023, its #378 holding.
BerganKDV Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2018 and has held it in 13 quarters since.
BerganKDV Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $131K in Q3 2021.
667 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.