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

Dougherty Wealth Advisers’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
2021
Q4 		– Sell
-235
Closed -$17K – 140
2021
Q3 		$17K Buy
+235
New +$17.9K 0.03% 125

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dougherty Wealth Advisers's SCZ Position: Q4 2021 in Review

Dougherty Wealth Advisers sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2021, closing a stake of 235 shares — an estimated $17K sold.

Dougherty Wealth Advisers first reported a position in SCZ in Q3 2021 and held it in 1 quarter. The position peaked at $17K in Q3 2021. 721 funds tracked by Wall St. Rank hold SCZ as of Q4 2021.

  • Dougherty Wealth Advisers reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Dougherty Wealth Advisers sold 235 iShares MSCI EAFE Small-Cap ETF shares in Q4 2021, an estimated $17K.
  • Dougherty Wealth Advisers first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2021 and held it in 1 quarter.
  • Dougherty Wealth Advisers's iShares MSCI EAFE Small-Cap ETF position peaked at $17K in Q3 2021.
  • 721 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2021.

Based on Dougherty Wealth Advisers's 13F filing for Q4 2021, filed 27 Jan 2022.