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Concord Wealth Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Concord Wealth 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
2023
Q4 		– Sell
-9
Closed -$508 – 994
2023
Q3 		$508 Hold
9
– – ﹤0.01% 982
2023
Q2 		$531 Buy
+9
New +$538 ﹤0.01% 990

Other funds holding SCZ

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Morgan Stanley
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Concord Wealth Partners's SCZ Position: Q4 2023 in Review

Concord Wealth Partners sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2023, closing a stake of 9 shares — an estimated $508 sold.

Concord Wealth Partners first reported a position in SCZ in Q2 2023 and held it in 2 quarters. The position peaked at $531 in Q2 2023. 707 funds tracked by Wall St. Rank hold SCZ as of Q4 2023.

  • Concord Wealth Partners reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 9 iShares MSCI EAFE Small-Cap ETF shares in Q4 2023, an estimated $508.
  • Concord Wealth Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2023 and held it in 2 quarters.
  • Concord Wealth Partners's iShares MSCI EAFE Small-Cap ETF position peaked at $531 in Q2 2023.
  • 707 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.