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

Halpern Financial’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 		$21.6K Sell
324
-63
-16% -$4.05K 0.01% 124
2024
Q2 		$23.9K Buy
387
+63
+19% +$3.95K 0.01% 117
2024
Q1 		$20.4K Hold
324
– – 0.01% 131
2023
Q4 		$19.6K Buy
+324
New +$18.5K 0.01% 145
2020
Q1 		– Sell
-1,100
Closed -$68.5K – 188
2019
Q4 		$68.5K Buy
+1,100
New +$66.1K 0.05% 51

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Halpern Financial's SCZ Position: Q3 2024 in Review

Halpern Financial reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 16% in Q3 2024, selling an estimated $4.05K and leaving 324 shares worth $21.6K. The position accounts for 0.01% of the portfolio, ranked #124.

Halpern Financial first reported a position in SCZ in Q4 2019 and has held it in 5 quarters since. The position peaked at $68.5K in Q4 2019. 691 funds tracked by Wall St. Rank hold SCZ as of Q3 2024.

  • Halpern Financial held 324 shares of iShares MSCI EAFE Small-Cap ETF worth $21.6K as of Q3 2024.
  • Halpern Financial sold 63 iShares MSCI EAFE Small-Cap ETF shares in Q3 2024, an estimated $4.05K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.01% of Halpern Financial's portfolio in Q3 2024, its #124 holding.
  • Halpern Financial first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and has held it in 5 quarters since.
  • Halpern Financial's iShares MSCI EAFE Small-Cap ETF position peaked at $68.5K in Q4 2019.
  • 691 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.