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

Fortress 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
2023
Q1 		– Sell
-3,797
Closed -$214K – 61
2022
Q4 		$214K Sell
3,797
-319
-8% -$17.1K 0.18% 53
2022
Q3 		$201K Hold
4,116
– – 0.2% 51
2022
Q2 		$225K Sell
4,116
-446
-10% -$27K 0.21% 46
2022
Q1 		$303K Sell
4,562
-98
-2% -$6.66K 0.23% 44
2021
Q4 		$341K Buy
+4,660
New +$346K 0.26% 40

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fortress Wealth Management's SCZ Position: Q1 2023 in Review

Fortress Wealth Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2023, closing a stake of 3,797 shares — an estimated $214K sold.

Fortress Wealth Management first reported a position in SCZ in Q4 2021 and held it in 5 quarters. The position peaked at $341K in Q4 2021. 680 funds tracked by Wall St. Rank hold SCZ as of Q1 2023.

  • Fortress Wealth Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Fortress Wealth Management sold 3,797 iShares MSCI EAFE Small-Cap ETF shares in Q1 2023, an estimated $214K.
  • Fortress Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and held it in 5 quarters.
  • Fortress Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $341K in Q4 2021.
  • 680 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2023.

Based on Fortress Wealth Management's 13F filing for Q1 2023, filed 20 Apr 2023.