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

Connectus Wealth’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
Q1 		– Sell
-6,556
Closed -$406K – 490
2023
Q4 		$406K Buy
6,556
+58
+0.9% +$3.31K 0.01% 425
2023
Q3 		$367K Sell
6,498
-6
-0.1% -$354 0.01% 412
2023
Q2 		$384K Buy
6,504
+4
+0.1% +$239 0.01% 371
2023
Q1 		$387K Sell
6,500
-3,700
-36% -$220K 0.01% 366
2022
Q4 		$576K Sell
10,200
-99
-1% -$5.31K 0.01% 329
2022
Q3 		$502K Buy
+10,299
New +$565K 0.01% 401

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Connectus Wealth's SCZ Position: Q1 2024 in Review

Connectus Wealth sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2024, closing a stake of 6,556 shares — an estimated $406K sold.

Connectus Wealth first reported a position in SCZ in Q3 2022 and held it in 6 quarters. The position peaked at $576K in Q4 2022. 681 funds tracked by Wall St. Rank hold SCZ as of Q1 2024.

  • Connectus Wealth reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Connectus Wealth sold 6,556 iShares MSCI EAFE Small-Cap ETF shares in Q1 2024, an estimated $406K.
  • Connectus Wealth first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2022 and held it in 6 quarters.
  • Connectus Wealth's iShares MSCI EAFE Small-Cap ETF position peaked at $576K in Q4 2022.
  • 681 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.