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

Cedar Brook 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
Q2 		– Sell
-6,306
Closed -$399K – 339
2024
Q1 		$399K Buy
6,306
+203
+3% +$12.4K 0.08% 250
2023
Q4 		$372K Buy
6,103
+218
+4% +$12.5K 0.08% 241
2023
Q3 		$332K Sell
5,885
-3,042
-34% -$179K 0.09% 233
2023
Q2 		$527K Sell
8,927
-686
-7% -$41K 0.13% 172
2023
Q1 		$572K Buy
9,613
+606
+7% +$36K 0.15% 158
2022
Q4 		$509K Buy
9,007
+3,536
+65% +$190K 0.14% 168
2022
Q3 		$267K Buy
5,471
+150
+3% +$8.23K 0.09% 261
2022
Q2 		$290K Sell
5,321
-203
-4% -$12.3K 0.09% 245
2022
Q1 		$366K Buy
5,524
+633
+13% +$43K 0.1% 230
2021
Q4 		$357K Buy
4,891
+189
+4% +$14K 0.09% 241
2021
Q3 		$350K Sell
4,702
-374
-7% -$28.5K 0.11% 220
2021
Q2 		$376K Sell
5,076
-888
-15% -$66.6K 0.11% 222
2021
Q1 		$428K Buy
5,964
+2,094
+54% +$149K 0.15% 166
2020
Q4 		$265K Sell
3,870
-473
-11% -$29.8K 0.09% 239
2020
Q3 		$256K Buy
4,343
+116
+3% +$6.65K 0.1% 229
2020
Q2 		$227K Sell
4,227
-478
-10% -$24.1K 0.1% 239
2020
Q1 		$211K Sell
4,705
-2,457
-34% -$137K 0.12% 216
2019
Q4 		$446K Sell
7,162
-2,413
-25% -$145K 0.19% 146
2019
Q3 		$548K Sell
9,575
-2,373
-20% -$134K 0.24% 132
2019
Q2 		$686K Buy
11,948
+476
+4% +$27.5K 0.32% 98
2019
Q1 		$659K Buy
11,472
+2,057
+22% +$115K 0.32% 92
2018
Q4 		$488K Buy
+9,415
New +$527K 0.3% 112

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cedar Brook Financial Partners's SCZ Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2024, closing a stake of 6,306 shares — an estimated $399K sold.

Cedar Brook Financial Partners first reported a position in SCZ in Q4 2018 and held it in 22 quarters. The position peaked at $686K in Q2 2019. 661 funds tracked by Wall St. Rank hold SCZ as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 6,306 iShares MSCI EAFE Small-Cap ETF shares in Q2 2024, an estimated $399K.
  • Cedar Brook Financial Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2018 and held it in 22 quarters.
  • Cedar Brook Financial Partners's iShares MSCI EAFE Small-Cap ETF position peaked at $686K in Q2 2019.
  • 661 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.