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Kerntke Otto McGlone Wealth Management Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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
Q1 		– Sell
-184
Closed -$10K – 109
2022
Q4 		$10K Buy
+184
New +$9.88K 0.01% 97

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State of New Jersey Common Pension Fund D
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Creative Planning
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Morgan Stanley
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Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Goldman Sachs
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's SCZ Position: Q1 2023 in Review

Kerntke Otto McGlone Wealth Management Group sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2023, closing a stake of 184 shares — an estimated $10K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in SCZ in Q4 2022 and held it in 1 quarter. The position peaked at $10K in Q4 2022. 680 funds tracked by Wall St. Rank hold SCZ as of Q1 2023.

  • Kerntke Otto McGlone Wealth Management Group reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Kerntke Otto McGlone Wealth Management Group sold 184 iShares MSCI EAFE Small-Cap ETF shares in Q1 2023, an estimated $10K.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2022 and held it in 1 quarter.
  • Kerntke Otto McGlone Wealth Management Group's iShares MSCI EAFE Small-Cap ETF position peaked at $10K in Q4 2022.
  • 680 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2023.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q1 2023, filed 4 May 2023.