JSW
SCZ icon

Journey Strategic Wealth’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Journey Strategic Wealth’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
Q1 		– Sell
-5,779
Closed -$358K – 326
2023
Q4 		$358K Hold
5,779
– – 0.02% 118
2023
Q3 		$326K Hold
5,779
– – 0.02% 108
2023
Q2 		$341K Hold
5,779
– – 0.02% 109
2023
Q1 		$344K Hold
5,779
– – 0.04% 136
2022
Q4 		$326K Sell
5,779
-105
-2% -$5.64K 0.04% 135
2022
Q3 		$287K Hold
5,884
– – 0.04% 109
2022
Q2 		$321K Buy
+5,884
New +$356K 0.04% 78
2022
Q1 		– Sell
-5,996
Closed -$438K – 227
2021
Q4 		$438K Buy
+5,996
New +$445K 0.05% 86

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
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return