Householder Group Estate & Retirement Specialist’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-552	Closed	-$37K	–	1090
2024 Q3	$37K	Hold	552	–	–	0.01%	544
2024 Q2	$34K	Sell	552 -66	-11%	-$4.14K	0.01%	558
2024 Q1	$39.2K	Buy	618 +8	+1%	+$489	0.01%	526
2023 Q4	$37K	Sell	610 -196	-24%	-$11.2K	0.01%	518
2023 Q3	$45.5K	Buy	+806	New	+$47.6K	0.02%	463
2023 Q1	$42K	Buy	+698	New	+$41.4K	0.02%	471
2022 Q4	–	Sell	-441	Closed	-$21K	–	976
2022 Q3	$21K	Buy	+441	New	+$24.2K	0.01%	568

Other funds holding SCZ

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

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

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

Householder Group Estate & Retirement Specialist's SCZ Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2024, closing a stake of 552 shares — an estimated $37K sold.

Householder Group Estate & Retirement Specialist first reported a position in SCZ in Q3 2022 and held it in 7 quarters. The position peaked at $45.5K in Q3 2023. 706 funds tracked by Wall St. Rank hold SCZ as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 552 iShares MSCI EAFE Small-Cap ETF shares in Q4 2024, an estimated $37K.
Householder Group Estate & Retirement Specialist first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's iShares MSCI EAFE Small-Cap ETF position peaked at $45.5K in Q3 2023.
706 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.