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

Bison Wealth’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
-300
Closed -$16K – 333
2022
Q2 		$16K Hold
300
– – 0.01% 274
2022
Q1 		$20K Sell
300
-31
-9% -$2.1K 0.01% 306
2021
Q4 		$24K Hold
331
– – 0.01% 281
2021
Q3 		$25K Hold
331
– – 0.01% 364
2021
Q2 		$25K Hold
331
– – 0.01% 355
2021
Q1 		$24K Buy
331
+308
+1,339% +$21.9K 0.01% 364
2020
Q4 		$2K Hold
23
– – ﹤0.01% 407
2020
Q3 		$1K Hold
23
– – ﹤0.01% 366
2020
Q2 		$1K Hold
23
– – ﹤0.01% 351
2020
Q1 		$1K Hold
23
– – ﹤0.01% 329
2019
Q4 		$1K Buy
+23
New +$1.38K ﹤0.01% 387

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bison Wealth's SCZ Position: Q3 2022 in Review

Bison Wealth sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2022, closing a stake of 300 shares — an estimated $16K sold.

Bison Wealth first reported a position in SCZ in Q4 2019 and held it in 11 quarters. The position peaked at $25K in Q3 2021. 632 funds tracked by Wall St. Rank hold SCZ as of Q3 2022.

  • Bison Wealth reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Bison Wealth sold 300 iShares MSCI EAFE Small-Cap ETF shares in Q3 2022, an estimated $16K.
  • Bison Wealth first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and held it in 11 quarters.
  • Bison Wealth's iShares MSCI EAFE Small-Cap ETF position peaked at $25K in Q3 2021.
  • 632 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2022.

Based on Bison Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.