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Independent Solutions Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Independent Solutions Wealth Management’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
2023
Q2 		– Sell
-4,707
Closed -$280K – 234
2023
Q1 		$280K Buy
+4,707
New +$279K 0.08% 172

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TF
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MMI
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Independent Solutions Wealth Management's SCZ Position: Q2 2023 in Review

Independent Solutions Wealth Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2023, closing a stake of 4,707 shares — an estimated $280K sold.

Independent Solutions Wealth Management first reported a position in SCZ in Q1 2023 and held it in 1 quarter. The position peaked at $280K in Q1 2023. 667 funds tracked by Wall St. Rank hold SCZ as of Q2 2023.

  • Independent Solutions Wealth Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 4,707 iShares MSCI EAFE Small-Cap ETF shares in Q2 2023, an estimated $280K.
  • Independent Solutions Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2023 and held it in 1 quarter.
  • Independent Solutions Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $280K in Q1 2023.
  • 667 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2023, filed 19 Dec 2024.