Global Wealth Management Investment Advisory’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Global Wealth Management Investment Advisory’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
2021 Q4	–	Sell	-24	Closed	-$2K	–	497
2021 Q3	$2K	Sell	24 -18	-43%	-$1.37K	﹤0.01%	429
2021 Q2	$3K	Hold	42	–	–	﹤0.01%	377
2021 Q1	$3K	Sell	42 -2	-5%	-$142	﹤0.01%	399
2020 Q4	$3K	Hold	44	–	–	﹤0.01%	378
2020 Q3	$3K	Hold	44	–	–	﹤0.01%	370
2020 Q2	$2K	Hold	44	–	–	﹤0.01%	530
2020 Q1	$2K	Sell	44 -5	-10%	-$278	﹤0.01%	519
2019 Q4	$3K	Hold	49	–	–	﹤0.01%	493
2019 Q3	$3K	Sell	49 -48	-49%	-$2.71K	﹤0.01%	470
2019 Q2	$6K	Sell	97 -2	-2%	-$115	﹤0.01%	427
2019 Q1	$6K	Buy	+99	New	+$5.54K	﹤0.01%	433

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Global Wealth Management Investment Advisory's SCZ Position: Q4 2021 in Review

Global Wealth Management Investment Advisory sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2021, closing a stake of 24 shares — an estimated $2K sold.

Global Wealth Management Investment Advisory first reported a position in SCZ in Q1 2019 and held it in 11 quarters. The position peaked at $6K in Q2 2019. 721 funds tracked by Wall St. Rank hold SCZ as of Q4 2021.

Global Wealth Management Investment Advisory reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2021 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 24 iShares MSCI EAFE Small-Cap ETF shares in Q4 2021, an estimated $2K.
Global Wealth Management Investment Advisory first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2019 and held it in 11 quarters.
Global Wealth Management Investment Advisory's iShares MSCI EAFE Small-Cap ETF position peaked at $6K in Q2 2019.
721 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2021, filed 15 Feb 2022.