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

Evergreen Wealth Solutions’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 Q4	–	Sell	-5,570	Closed	-$377K	–	115
2024 Q3	$377K	Hold	5,570	–	–	0.26%	75
2024 Q2	$343K	Sell	5,570 -50	-0.9%	-$3.13K	0.24%	83
2024 Q1	$356K	Hold	5,620	–	–	0.26%	79
2023 Q4	$348K	Buy	+5,620	New	+$321K	0.3%	80
2022 Q4	–	Sell	-9,450	Closed	-$461K	–	100
2022 Q3	$461K	Sell	9,450 -3,576	-27%	-$196K	0.65%	48
2022 Q2	$711K	Buy	13,026 +4,786	+58%	+$290K	0.87%	36
2022 Q1	$547K	Sell	8,240 -8,500	-51%	-$577K	0.53%	43
2021 Q4	$1.22M	Buy	+16,740	New	+$1.24M	1.11%	25

Other funds holding SCZ

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

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Evergreen Wealth Solutions's SCZ Position: Q4 2024 in Review

Evergreen Wealth Solutions sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2024, closing a stake of 5,570 shares — an estimated $377K sold.

Evergreen Wealth Solutions first reported a position in SCZ in Q4 2021 and held it in 8 quarters. The position peaked at $1.22M in Q4 2021. 706 funds tracked by Wall St. Rank hold SCZ as of Q4 2024.

Evergreen Wealth Solutions reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
Evergreen Wealth Solutions sold 5,570 iShares MSCI EAFE Small-Cap ETF shares in Q4 2024, an estimated $377K.
Evergreen Wealth Solutions first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and held it in 8 quarters.
Evergreen Wealth Solutions's iShares MSCI EAFE Small-Cap ETF position peaked at $1.22M in Q4 2021.
706 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2024.

Based on Evergreen Wealth Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.