GYL Financial Synergies’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

GYL Financial Synergies’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 Q3	–	Sell	-3,663	Closed	-$226K	–	379
2024 Q2	$226K	Hold	3,663	–	–	0.02%	339
2024 Q1	$232K	Hold	3,663	–	–	0.02%	338
2023 Q4	$227K	Hold	3,663	–	–	0.02%	333
2023 Q3	$207K	Hold	3,663	–	–	0.02%	321
2023 Q2	$216K	Hold	3,663	–	–	0.02%	326
2023 Q1	$218K	Hold	3,663	–	–	0.03%	265
2022 Q4	$207K	Buy	+3,663	New	+$197K	0.04%	209
2022 Q3	–	Sell	-4,000	Closed	-$218K	–	203
2022 Q2	$218K	Sell	4,000 -2,645	-40%	-$160K	0.06%	175
2022 Q1	$441K	Buy	6,645 +1,214	+22%	+$82.4K	0.11%	119
2021 Q4	$397K	Buy	5,431 +793	+17%	+$58.9K	0.11%	143
2021 Q3	$345K	Buy	+4,638	New	+$353K	0.18%	136

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

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

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

GYL Financial Synergies's SCZ Position: Q3 2024 in Review

GYL Financial Synergies sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2024, closing a stake of 3,663 shares — an estimated $226K sold.

GYL Financial Synergies first reported a position in SCZ in Q3 2021 and held it in 11 quarters. The position peaked at $441K in Q1 2022. 693 funds tracked by Wall St. Rank hold SCZ as of Q3 2024.

GYL Financial Synergies reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2024 after selling out during the quarter.
GYL Financial Synergies sold 3,663 iShares MSCI EAFE Small-Cap ETF shares in Q3 2024, an estimated $226K.
GYL Financial Synergies first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2021 and held it in 11 quarters.
GYL Financial Synergies's iShares MSCI EAFE Small-Cap ETF position peaked at $441K in Q1 2022.
693 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.