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

Janiczek 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
2024 Q2	$1.17K	Hold	19	–	–	﹤0.01%	913
2024 Q1	$1.2K	Hold	19	–	–	﹤0.01%	919
2023 Q4	$1.18K	Hold	19	–	–	﹤0.01%	911
2023 Q3	$1.07K	Hold	19	–	–	﹤0.01%	909
2023 Q2	$1.12K	Hold	19	–	–	﹤0.01%	833
2023 Q1	$1.15K	Hold	19	–	–	﹤0.01%	834
2022 Q4	$1.13K	Hold	19	–	–	﹤0.01%	847
2022 Q3	$1K	Hold	19	–	–	﹤0.01%	867
2022 Q2	$1K	Hold	19	–	–	﹤0.01%	900
2022 Q1	$1K	Hold	19	–	–	﹤0.01%	897
2021 Q4	$1K	Hold	19	–	–	﹤0.01%	955
2021 Q3	$1K	Buy	+19	New	+$1.45K	﹤0.01%	924

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

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

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

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

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

Janiczek Wealth Management's SCZ Position: Q2 2024 in Review

Janiczek Wealth Management held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2024 at 19 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #913.

Janiczek Wealth Management first reported a position in SCZ in Q3 2021 and has held it in 12 quarters since. The position peaked at $1.2K in Q1 2024. 659 funds tracked by Wall St. Rank hold SCZ as of Q2 2024.

Janiczek Wealth Management held 19 shares of iShares MSCI EAFE Small-Cap ETF worth $1.17K as of Q2 2024.
Janiczek Wealth Management left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2024.
iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #913 holding.
Janiczek Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2021 and has held it in 12 quarters since.
Janiczek Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $1.2K in Q1 2024.
659 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.