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Heritage Wealth Management (Arizona)’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$34K Buy
602
+301
+100% +$16.2K ﹤0.01% 562
2022
Q3 		$15K Hold
301
– – ﹤0.01% 593
2022
Q2 		$16.4K Sell
301
-200
-40% -$12.1K 0.01% 572
2022
Q1 		$33K Buy
+501
New +$34K 0.01% 526
2021
Q3 		$39K Hold
524
– – 0.01% 482
2021
Q2 		$39K Hold
524
– – 0.01% 492
2021
Q1 		$38K Buy
+524
New +$37.2K 0.02% 417

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s SCZ Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 100% in Q4 2022, buying an estimated $16.2K and bringing the position to 602 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

Heritage Wealth Management (Arizona) first reported a position in SCZ in Q1 2021 and has held it in 7 quarters since. The position peaked at $39K in Q3 2021. 683 funds tracked by Wall St. Rank hold SCZ as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 602 shares of iShares MSCI EAFE Small-Cap ETF worth $34K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 301 iShares MSCI EAFE Small-Cap ETF shares in Q4 2022, an estimated $16.2K.
  • iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #562 holding.
  • Heritage Wealth Management (Arizona) first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2021 and has held it in 7 quarters since.
  • Heritage Wealth Management (Arizona)'s iShares MSCI EAFE Small-Cap ETF position peaked at $39K in Q3 2021.
  • 683 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.