Laurel Wealth Planning’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Laurel Wealth Planning’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	-655	Closed	-$37K	–	172
2022 Q4	$37K	Hold	655	–	–	0.02%	111
2022 Q3	$32K	Hold	655	–	–	0.02%	111
2022 Q2	$36K	Sell	655 -608	-48%	-$36.8K	0.03%	117
2022 Q1	$84K	Sell	1,263 -7,125	-85%	-$484K	0.06%	101
2021 Q4	$613K	Buy	8,388 +787	+10%	+$58.4K	0.46%	42
2021 Q3	$566K	Hold	7,601	–	–	0.46%	43
2021 Q2	$564K	Buy	7,601 +295	+4%	+$22.1K	0.49%	36
2021 Q1	$525K	Buy	7,306 +1,370	+23%	+$97.2K	0.48%	35
2020 Q4	$406K	Buy	+5,936	New	+$375K	0.4%	35

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Laurel Wealth Planning's SCZ Position: Q1 2023 in Review

Laurel Wealth Planning sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2023, closing a stake of 655 shares — an estimated $37K sold.

Laurel Wealth Planning first reported a position in SCZ in Q4 2020 and held it in 9 quarters. The position peaked at $613K in Q4 2021. 680 funds tracked by Wall St. Rank hold SCZ as of Q1 2023.

Laurel Wealth Planning reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
Laurel Wealth Planning sold 655 iShares MSCI EAFE Small-Cap ETF shares in Q1 2023, an estimated $37K.
Laurel Wealth Planning first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2020 and held it in 9 quarters.
Laurel Wealth Planning's iShares MSCI EAFE Small-Cap ETF position peaked at $613K in Q4 2021.
680 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.