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Legacy Financial Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Legacy Financial Advisors’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 		– Sell
-14,782
Closed -$936K – 353
2024
Q1 		$936K Buy
14,782
+844
+6% +$51.6K 0.17% 102
2023
Q4 		$863K Buy
13,938
+1,124
+9% +$64.2K 0.17% 96
2023
Q3 		$724K Buy
12,814
+2,292
+22% +$135K 0.14% 94
2023
Q2 		$621K Buy
10,522
+1,603
+18% +$95.9K 0.12% 108
2023
Q1 		$531K Buy
8,919
+837
+10% +$49.7K 0.11% 119
2022
Q4 		$456K Buy
8,082
+2,764
+52% +$148K 0.1% 122
2022
Q3 		$259K Buy
5,318
+676
+15% +$37.1K 0.06% 180
2022
Q2 		$253K Buy
4,642
+1,210
+35% +$73.2K 0.06% 172
2022
Q1 		$228K Sell
3,432
-24
-0.7% -$1.63K 0.05% 210
2021
Q4 		$253K Buy
3,456
+321
+10% +$23.8K 0.06% 167
2021
Q3 		$233K Buy
+3,135
New +$239K 0.06% 156
2021
Q2 		– Sell
-2,950
Closed -$212K – 181
2021
Q1 		$212K Buy
+2,950
New +$209K 0.06% 148
2019
Q2 		– Sell
-2,404
Closed -$138K – 753
2019
Q1 		$138K Sell
2,404
-321
-12% -$18K 0.05% 133
2018
Q4 		$141K Sell
2,725
-674
-20% -$37.7K 0.05% 121
2018
Q3 		$211K Buy
3,399
+92
+3% +$5.75K 0.08% 102
2018
Q2 		$208K Buy
3,307
+825
+33% +$54K 0.08% 101
2018
Q1 		$163K Sell
2,482
-9
-0.4% -$594 0.06% 128
2017
Q4 		$160K Buy
+2,491
New +$157K 0.07% 135

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Legacy Financial Advisors's SCZ Position: Q2 2024 in Review

Legacy Financial Advisors sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2024, closing a stake of 14,782 shares — an estimated $936K sold.

Legacy Financial Advisors first reported a position in SCZ in Q4 2017 and held it in 18 quarters. The position peaked at $936K in Q1 2024. 659 funds tracked by Wall St. Rank hold SCZ as of Q2 2024.

  • Legacy Financial Advisors reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Legacy Financial Advisors sold 14,782 iShares MSCI EAFE Small-Cap ETF shares in Q2 2024, an estimated $936K.
  • Legacy Financial Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2017 and held it in 18 quarters.
  • Legacy Financial Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $936K in Q1 2024.
  • 659 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2024.

Based on Legacy Financial Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.