Catalyst Financial Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Catalyst Financial Partners’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	-69,255	Closed	-$4.69M	–	281
2024 Q3	$4.69M	Buy	69,255 +6,841	+11%	+$440K	0.92%	17
2024 Q2	$3.85M	Buy	62,414 +47,279	+312%	+$2.96M	0.85%	20
2024 Q1	$917K	Buy	15,135 +10,844	+253%	+$663K	0.24%	53
2023 Q4	$266K	Sell	4,291 -774	-15%	-$44.2K	0.08%	179
2023 Q3	$286K	Buy	+5,065	New	+$299K	0.09%	161
2023 Q2	–	Sell	-13,623	Closed	-$811K	–	203
2023 Q1	$811K	Sell	13,623 -7,989	-37%	-$474K	0.35%	46
2022 Q4	$1.22M	Buy	+21,612	New	+$1.16M	0.63%	30

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

Catalyst Financial Partners's SCZ Position: Q4 2024 in Review

Catalyst Financial Partners sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2024, closing a stake of 69,255 shares — an estimated $4.69M sold.

Catalyst Financial Partners first reported a position in SCZ in Q4 2022 and held it in 7 quarters. The position peaked at $4.69M in Q3 2024. 705 funds tracked by Wall St. Rank hold SCZ as of Q4 2024.

Catalyst Financial Partners reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
Catalyst Financial Partners sold 69,255 iShares MSCI EAFE Small-Cap ETF shares in Q4 2024, an estimated $4.69M.
Catalyst Financial Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2022 and held it in 7 quarters.
Catalyst Financial Partners's iShares MSCI EAFE Small-Cap ETF position peaked at $4.69M in Q3 2024.
705 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2024.

Based on Catalyst Financial Partners's 13F filing for Q4 2024, filed 30 Jan 2025.