IWA
SCZ icon

Icon Wealth Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Icon Wealth Advisors’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
Q2 		– Sell
-3,362
Closed -$213K – 487
2024
Q1 		$213K Hold
3,362
– – 0.02% 327
2023
Q4 		$208K Buy
+3,362
New +$192K 0.02% 317
2022
Q4 		– Sell
-3,362
Closed -$164K – 398
2022
Q3 		$164K Buy
+3,362
New +$184K 0.02% 322

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Icon Wealth Advisors's SCZ Position: Q2 2024 in Review

Icon Wealth Advisors sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2024, closing a stake of 3,362 shares — an estimated $213K sold.

Icon Wealth Advisors first reported a position in SCZ in Q3 2022 and held it in 3 quarters. The position peaked at $213K in Q1 2024. 659 funds tracked by Wall St. Rank hold SCZ as of Q2 2024.

  • Icon Wealth Advisors reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Icon Wealth Advisors sold 3,362 iShares MSCI EAFE Small-Cap ETF shares in Q2 2024, an estimated $213K.
  • Icon Wealth Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2022 and held it in 3 quarters.
  • Icon Wealth Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $213K in Q1 2024.
  • 659 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2024.

Based on Icon Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.