Gleason Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Gleason Group’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	-8	Closed	-$478	–	216
2023 Q4	$478	Hold	8	–	–	﹤0.01%	214
2023 Q3	$430	Hold	8	–	–	﹤0.01%	224
2023 Q2	$449	Buy	8 +1	+14%	+$60	﹤0.01%	223
2023 Q1	$446	Hold	7	–	–	﹤0.01%	221
2022 Q4	$423	Hold	7	–	–	﹤0.01%	218
2022 Q3	$0	Hold	7	–	–	﹤0.01%	246
2022 Q2	$0	Hold	7	–	–	﹤0.01%	252
2022 Q1	$0	Hold	7	–	–	﹤0.01%	216
2021 Q4	$1K	Hold	7	–	–	﹤0.01%	199
2021 Q3	$1K	Hold	7	–	–	﹤0.01%	199
2021 Q2	$1K	Hold	7	–	–	﹤0.01%	195
2021 Q1	$1K	Sell	7 -13	-65%	-$923	﹤0.01%	195
2020 Q4	$1K	Hold	20	–	–	﹤0.01%	184
2020 Q3	$1K	Hold	20	–	–	﹤0.01%	173
2020 Q2	$1K	Hold	20	–	–	﹤0.01%	176
2020 Q1	$1K	Hold	20	–	–	﹤0.01%	178
2019 Q4	$1K	Buy	+20	New	+$1.2K	﹤0.01%	180

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Gleason Group's SCZ Position: Q1 2024 in Review

Gleason Group sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2024, closing a stake of 8 shares — an estimated $478 sold.

Gleason Group first reported a position in SCZ in Q4 2019 and held it in 17 quarters. The position peaked at $1K in Q4 2021. 683 funds tracked by Wall St. Rank hold SCZ as of Q1 2024.

Gleason Group reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
Gleason Group sold 8 iShares MSCI EAFE Small-Cap ETF shares in Q1 2024, an estimated $478.
Gleason Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and held it in 17 quarters.
Gleason Group's iShares MSCI EAFE Small-Cap ETF position peaked at $1K in Q4 2021.
683 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2024.

Based on Gleason Group's 13F filing for Q1 2024, filed 12 Apr 2024.