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

Focused Wealth Management’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
Q1 		– Sell
-2,425
Closed -$150K – 826
2023
Q4 		$150K Hold
2,425
– – 0.02% 162
2023
Q3 		$137K Hold
2,425
– – 0.02% 161
2023
Q2 		$143K Hold
2,425
– – 0.03% 165
2023
Q1 		$144K Hold
2,425
– – 0.03% 166
2022
Q4 		$137K Buy
+2,425
New +$130K 0.03% 159
2015
Q3 		– Sell
-38
Closed -$2K – 716
2015
Q2 		$2K Buy
+38
New +$1.98K ﹤0.01% 589

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Focused Wealth Management's SCZ Position: Q1 2024 in Review

Focused Wealth Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2024, closing a stake of 2,425 shares — an estimated $150K sold.

Focused Wealth Management first reported a position in SCZ in Q2 2015 and held it in 6 quarters. The position peaked at $150K in Q4 2023. 683 funds tracked by Wall St. Rank hold SCZ as of Q1 2024.

  • Focused Wealth Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 2,425 iShares MSCI EAFE Small-Cap ETF shares in Q1 2024, an estimated $150K.
  • Focused Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2015 and held it in 6 quarters.
  • Focused Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $150K in Q4 2023.
  • 683 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.