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

Bromfield Sneider 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
2024
Q1 		$921K Buy
14,545
+2,540
+21% +$155K 0.57% 19
2023
Q4 		$743K Buy
12,005
+57
+0.5% +$3.26K 0.5% 21
2023
Q3 		$675K Hold
11,948
– – 0.51% 20
2023
Q2 		$705K Buy
11,948
+70
+0.6% +$4.19K 0.56% 17
2023
Q1 		$707K Buy
11,878
+200
+2% +$11.9K 0.59% 16
2022
Q4 		$660K Buy
11,678
+315
+3% +$16.9K 0.61% 15
2022
Q3 		$554K Buy
11,363
+1,265
+13% +$69.4K 0.66% 15
2022
Q2 		$551K Buy
10,098
+2,935
+41% +$178K 0.67% 15
2022
Q1 		$475K Buy
7,163
+1
+0% +$68 0.5% 14
2021
Q4 		$523K Buy
+7,162
New +$532K 0.53% 13

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return