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

CarsonAllaria Wealth Management’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
Q2 		– Sell
-614
Closed -$38.9K – 405
2024
Q1 		$38.9K Buy
614
+527
+606% +$32.2K 0.02% 146
2023
Q4 		$5.38K Buy
+87
New +$4.97K ﹤0.01% 254

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $3.59B AUM 16.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

CarsonAllaria Wealth Management's SCZ Position: Q2 2024 in Review

CarsonAllaria Wealth Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2024, closing a stake of 614 shares — an estimated $38.9K sold.

CarsonAllaria Wealth Management first reported a position in SCZ in Q4 2023 and held it in 2 quarters. The position peaked at $38.9K in Q1 2024. 659 funds tracked by Wall St. Rank hold SCZ as of Q2 2024.

  • CarsonAllaria Wealth Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 614 iShares MSCI EAFE Small-Cap ETF shares in Q2 2024, an estimated $38.9K.
  • CarsonAllaria Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and held it in 2 quarters.
  • CarsonAllaria Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $38.9K in Q1 2024.
  • 659 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.