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

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

MMI

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Bromfield Sneider Wealth Advisors's SCZ Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 21% in Q1 2024, buying an estimated $155K and bringing the position to 14,545 shares worth $921K. The position accounts for 0.57% of the portfolio, ranked #19.

Bromfield Sneider Wealth Advisors first reported a position in SCZ in Q4 2021 and has held it in 10 quarters since. 683 funds tracked by Wall St. Rank hold SCZ as of Q1 2024.

Bromfield Sneider Wealth Advisors held 14,545 shares of iShares MSCI EAFE Small-Cap ETF worth $921K as of Q1 2024.
Bromfield Sneider Wealth Advisors bought 2,540 iShares MSCI EAFE Small-Cap ETF shares in Q1 2024, an estimated $155K.
iShares MSCI EAFE Small-Cap ETF made up 0.57% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #19 holding.
Bromfield Sneider Wealth Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and has held it in 10 quarters since.
683 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.