Lumature Wealth Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Lumature Wealth 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
2023 Q2	$2K	Sell	34 -21	-38%	-$1.26K	﹤0.01%	356
2023 Q1	$3.27K	Buy	55 +21	+62%	+$1.25K	﹤0.01%	350
2022 Q4	$1.92K	Hold	34	–	–	﹤0.01%	365
2022 Q3	$2K	Hold	34	–	–	﹤0.01%	374
2022 Q2	$2K	Hold	34	–	–	﹤0.01%	383
2022 Q1	$2K	Sell	34 -68	-67%	-$4.62K	﹤0.01%	388
2021 Q4	$7K	Hold	102	–	–	﹤0.01%	358
2021 Q3	$8K	Hold	102	–	–	﹤0.01%	349
2021 Q2	$8K	Hold	102	–	–	﹤0.01%	307
2021 Q1	$7K	Hold	102	–	–	﹤0.01%	302
2020 Q4	$7K	Buy	+102	New	+$6.44K	0.01%	161

Other funds holding SCZ

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

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

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

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

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

Lumature Wealth Partners's SCZ Position: Q2 2023 in Review

Lumature Wealth Partners reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 38% in Q2 2023, selling an estimated $1.26K and leaving 34 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

Lumature Wealth Partners first reported a position in SCZ in Q4 2020 and has held it in 11 quarters since. The position peaked at $8K in Q3 2021. 668 funds tracked by Wall St. Rank hold SCZ as of Q2 2023.

Lumature Wealth Partners held 34 shares of iShares MSCI EAFE Small-Cap ETF worth $2K as of Q2 2023.
Lumature Wealth Partners sold 21 iShares MSCI EAFE Small-Cap ETF shares in Q2 2023, an estimated $1.26K.
iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Lumature Wealth Partners's portfolio in Q2 2023, its #356 holding.
Lumature Wealth Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2020 and has held it in 11 quarters since.
Lumature Wealth Partners's iShares MSCI EAFE Small-Cap ETF position peaked at $8K in Q3 2021.
668 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.