EW
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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 $208B AUM 16.12% 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 $544B AUM 28.31% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return