Goodwin Investment Advisory’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Goodwin 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
2024 Q1	–	Sell	-230	Closed	-$14.2K	–	70
2023 Q4	$14.2K	Buy	230 +11	+5%	+$628	0.01%	57
2023 Q3	$12.4K	Sell	219 -102	-32%	-$6.02K	0.01%	73
2023 Q2	$18.9K	Buy	321 +82	+34%	+$4.91K	0.01%	70
2023 Q1	$14.2K	Buy	+239	New	+$14.2K	0.01%	73
2022 Q1	–	Sell	-608	Closed	-$44K	–	225
2021 Q4	$44K	Hold	608	–	–	0.03%	83
2021 Q3	$45K	Hold	608	–	–	0.04%	76
2021 Q2	$45K	Hold	608	–	–	0.05%	74
2021 Q1	$44K	Hold	608	–	–	0.05%	80
2020 Q4	$42K	Buy	+608	New	+$38.4K	0.05%	49

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

Goodwin Investment Advisory's SCZ Position: Q1 2024 in Review

Goodwin Investment Advisory sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2024, closing a stake of 230 shares — an estimated $14.2K sold.

Goodwin Investment Advisory first reported a position in SCZ in Q4 2020 and held it in 9 quarters. The position peaked at $45K in Q3 2021. 683 funds tracked by Wall St. Rank hold SCZ as of Q1 2024.

Goodwin Investment Advisory reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
Goodwin Investment Advisory sold 230 iShares MSCI EAFE Small-Cap ETF shares in Q1 2024, an estimated $14.2K.
Goodwin Investment Advisory first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2020 and held it in 9 quarters.
Goodwin Investment Advisory's iShares MSCI EAFE Small-Cap ETF position peaked at $45K in Q3 2021.
683 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2024.

Based on Goodwin Investment Advisory's 13F filing for Q1 2024, filed 6 May 2024.