Core Wealth Advisors (Florida)’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Core Wealth Advisors (Florida)’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	-8	Closed	-$496	–	272
2023 Q4	$496	Buy	+8	New	+$457	﹤0.01%	250
2020 Q2	–	Sell	-5,306	Closed	-$238K	–	160
2020 Q1	$238K	Buy	5,306 +4,496	+555%	+$250K	0.18%	33
2019 Q4	$50K	Buy	+810	New	+$48.7K	0.03%	51

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Core Wealth Advisors (Florida)'s SCZ Position: Q1 2024 in Review

Core Wealth Advisors (Florida) sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2024, closing a stake of 8 shares — an estimated $496 sold.

Core Wealth Advisors (Florida) first reported a position in SCZ in Q4 2019 and held it in 3 quarters. The position peaked at $238K in Q1 2020. 683 funds tracked by Wall St. Rank hold SCZ as of Q1 2024.

Core Wealth Advisors (Florida) reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 8 iShares MSCI EAFE Small-Cap ETF shares in Q1 2024, an estimated $496.
Core Wealth Advisors (Florida) first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and held it in 3 quarters.
Core Wealth Advisors (Florida)'s iShares MSCI EAFE Small-Cap ETF position peaked at $238K in Q1 2020.
683 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q1 2024, filed 15 May 2024.