Bryant Woods Investment Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Bryant Woods Investment 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 Q4	–	Sell	-3,804	Closed	-$258K	–	51
2024 Q3	$258K	Buy	+3,804	New	+$245K	0.13%	40
2024 Q2	–	Sell	-4,079	Closed	-$258K	–	48
2024 Q1	$258K	Buy	4,079 +271	+7%	+$16.6K	0.15%	39
2023 Q4	$236K	Buy	+3,808	New	+$217K	0.15%	40
2022 Q1	–	Sell	-6,664	Closed	-$484K	–	37
2021 Q4	$484K	Buy	+6,664	New	+$495K	0.38%	26

Other funds holding SCZ

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Bryant Woods Investment Advisors's SCZ Position: Q4 2024 in Review

Bryant Woods Investment Advisors sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2024, closing a stake of 3,804 shares — an estimated $258K sold.

Bryant Woods Investment Advisors first reported a position in SCZ in Q4 2021 and held it in 4 quarters. The position peaked at $484K in Q4 2021. 705 funds tracked by Wall St. Rank hold SCZ as of Q4 2024.

Bryant Woods Investment Advisors reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
Bryant Woods Investment Advisors sold 3,804 iShares MSCI EAFE Small-Cap ETF shares in Q4 2024, an estimated $258K.
Bryant Woods Investment Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and held it in 4 quarters.
Bryant Woods Investment Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $484K in Q4 2021.
705 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2024.

Based on Bryant Woods Investment Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.