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

Chicago 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
2023
Q3 		– Sell
-53,355
Closed -$3.15M – 43
2023
Q2 		$3.15M Buy
+53,355
New +$3.19M 2.4% 17

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
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Chicago Wealth Management's SCZ Position: Q3 2023 in Review

Chicago Wealth Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2023, closing a stake of 53,355 shares — an estimated $3.15M sold.

Chicago Wealth Management first reported a position in SCZ in Q2 2023 and held it in 1 quarter. The position peaked at $3.15M in Q2 2023. 650 funds tracked by Wall St. Rank hold SCZ as of Q3 2023.

  • Chicago Wealth Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Chicago Wealth Management sold 53,355 iShares MSCI EAFE Small-Cap ETF shares in Q3 2023, an estimated $3.15M.
  • Chicago Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2023 and held it in 1 quarter.
  • Chicago Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $3.15M in Q2 2023.
  • 650 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2023.

Based on Chicago Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.