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Johnson Financial Group Inc (Wisconsin)’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
-5
Closed -$339 – 971
2024
Q3 		$339 Buy
+5
New +$322 ﹤0.01% 901
2021
Q4 		– Sell
-37
Closed -$3K – 825
2021
Q3 		$3K Buy
+37
New +$2.82K ﹤0.01% 620

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Johnson Financial Group Inc (Wisconsin)'s SCZ Position: Q4 2024 in Review

Johnson Financial Group Inc (Wisconsin) sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2024, closing a stake of 5 shares — an estimated $339 sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in SCZ in Q3 2021 and held it in 2 quarters. The position peaked at $3K in Q3 2021. 707 funds tracked by Wall St. Rank hold SCZ as of Q4 2024.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 5 iShares MSCI EAFE Small-Cap ETF shares in Q4 2024, an estimated $339.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2021 and held it in 2 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s iShares MSCI EAFE Small-Cap ETF position peaked at $3K in Q3 2021.
  • 707 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2024.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2024, filed 14 Feb 2025.