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Life Planning Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Life Planning Partners’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
-2,045
Closed -$127K – 206
2023
Q4 		$127K Buy
+2,045
New +$117K 0.12% 70
2022
Q3 		$99.8K Hold
2,045
– – 0.11% 66
2022
Q2 		$112K Hold
2,045
– – 0.13% 60
2022
Q1 		$136K Buy
2,045
+222
+12% +$15.1K 0.14% 55
2021
Q4 		$133K Buy
+1,823
New +$135K 0.13% 54

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 $3.59B 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
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

Life Planning Partners's SCZ Position: Q1 2024 in Review

Life Planning Partners sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2024, closing a stake of 2,045 shares — an estimated $127K sold.

Life Planning Partners first reported a position in SCZ in Q4 2021 and held it in 5 quarters. The position peaked at $136K in Q1 2022. 681 funds tracked by Wall St. Rank hold SCZ as of Q1 2024.

  • Life Planning Partners reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 2,045 iShares MSCI EAFE Small-Cap ETF shares in Q1 2024, an estimated $127K.
  • Life Planning Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and held it in 5 quarters.
  • Life Planning Partners's iShares MSCI EAFE Small-Cap ETF position peaked at $136K in Q1 2022.
  • 681 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.