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SCZ icon

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 $208B AUM 16.12% 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 $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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return