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

Genesis Wealth Advisors’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
2025
Q1 		– Sell
-47,631
Closed -$2.89M – 65
2024
Q4 		$2.89M Buy
+47,631
New +$3.03M 2.52% 14
2015
Q2 		$38.3K Buy
+750
New +$39.1K 0.03% 209

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Genesis Wealth Advisors's SCZ Position: Q1 2025 in Review

Genesis Wealth Advisors sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2025, closing a stake of 47,631 shares — an estimated $2.89M sold.

Genesis Wealth Advisors first reported a position in SCZ in Q2 2015 and held it in 2 quarters. The position peaked at $2.89M in Q4 2024. 687 funds tracked by Wall St. Rank hold SCZ as of Q1 2025.

  • Genesis Wealth Advisors reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Genesis Wealth Advisors sold 47,631 iShares MSCI EAFE Small-Cap ETF shares in Q1 2025, an estimated $2.89M.
  • Genesis Wealth Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2015 and held it in 2 quarters.
  • Genesis Wealth Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $2.89M in Q4 2024.
  • 687 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2025.

Based on Genesis Wealth Advisors's 13F filing for Q1 2025, filed 5 May 2025.