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

Destiny 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 Q1	–	Sell	-1,091	Closed	-$61.6K	–	556
2022 Q4	$61.6K	Hold	1,091	–	–	0.01%	269
2022 Q3	$53K	Hold	1,091	–	–	0.01%	273
2022 Q2	$60K	Hold	1,091	–	–	0.01%	266
2022 Q1	$72K	Hold	1,091	–	–	0.01%	280
2021 Q4	$80K	Hold	1,091	–	–	0.02%	253
2021 Q3	$81K	Buy	+1,091	New	+$83K	0.02%	231
2021 Q2	–	Sell	-1,091	Closed	-$78K	–	447
2021 Q1	$78K	Hold	1,091	–	–	0.02%	222
2020 Q4	$75K	Buy	+1,091	New	+$68.8K	0.02%	254

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

MMI

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Destiny Wealth Partners's SCZ Position: Q1 2023 in Review

Destiny Wealth Partners sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2023, closing a stake of 1,091 shares — an estimated $61.6K sold.

Destiny Wealth Partners first reported a position in SCZ in Q4 2020 and held it in 8 quarters. The position peaked at $81K in Q3 2021. 680 funds tracked by Wall St. Rank hold SCZ as of Q1 2023.

Destiny Wealth Partners reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
Destiny Wealth Partners sold 1,091 iShares MSCI EAFE Small-Cap ETF shares in Q1 2023, an estimated $61.6K.
Destiny Wealth Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2020 and held it in 8 quarters.
Destiny Wealth Partners's iShares MSCI EAFE Small-Cap ETF position peaked at $81K in Q3 2021.
680 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.