Liberty Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Liberty Wealth Management’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
2021 Q4	–	Sell	-236	Closed	-$18K	–	926
2021 Q3	$18K	Hold	236	–	–	0.01%	686
2021 Q2	$17K	Buy	236 +3	+1%	+$225	0.01%	548
2021 Q1	$16K	Hold	233	–	–	0.01%	505
2020 Q4	$16K	Buy	233 +1	+0.4%	+$63	0.01%	502
2020 Q3	$14K	Hold	232	–	–	0.01%	467
2020 Q2	$12K	Buy	232 +2	+0.9%	+$101	0.01%	462
2020 Q1	$10K	Hold	230	–	–	0.01%	464
2019 Q4	$14K	Buy	+230	New	+$13.8K	0.01%	482
2019 Q3	–	Sell	-225	Closed	-$12.7K	–	962
2019 Q2	$13K	Buy	+225	New	+$13K	0.01%	478

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Liberty Wealth Management's SCZ Position: Q4 2021 in Review

Liberty Wealth Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2021, closing a stake of 236 shares — an estimated $18K sold.

Liberty Wealth Management first reported a position in SCZ in Q2 2019 and held it in 9 quarters. The position peaked at $18K in Q3 2021. 722 funds tracked by Wall St. Rank hold SCZ as of Q4 2021.

Liberty Wealth Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 236 iShares MSCI EAFE Small-Cap ETF shares in Q4 2021, an estimated $18K.
Liberty Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2019 and held it in 9 quarters.
Liberty Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $18K in Q3 2021.
722 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.