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

Evoke 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
2022
Q4 		– Sell
-178
Closed -$9K – 997
2022
Q3 		$9K Buy
+178
New +$9.76K ﹤0.01% 778
2020
Q2 		– Sell
-2,000
Closed -$89.7K – 1175
2020
Q1 		$89.7K Buy
+2,000
New +$111K 0.01% 274
2019
Q4 		– Sell
-2,000
Closed -$114K – 1433
2019
Q3 		$114K Buy
+2,000
New +$113K 0.01% 348

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Evoke Wealth's SCZ Position: Q4 2022 in Review

Evoke Wealth sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2022, closing a stake of 178 shares — an estimated $9K sold.

Evoke Wealth first reported a position in SCZ in Q3 2019 and held it in 3 quarters. The position peaked at $114K in Q3 2019. 684 funds tracked by Wall St. Rank hold SCZ as of Q4 2022.

  • Evoke Wealth reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 178 iShares MSCI EAFE Small-Cap ETF shares in Q4 2022, an estimated $9K.
  • Evoke Wealth first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2019 and held it in 3 quarters.
  • Evoke Wealth's iShares MSCI EAFE Small-Cap ETF position peaked at $114K in Q3 2019.
  • 684 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.