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

Marcum Wealth’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
2022
Q4 		– Sell
-6,612
Closed -$323K – 395
2022
Q3 		$323K Hold
6,612
– – 0.05% 227
2022
Q2 		$361K Hold
6,612
– – 0.05% 207
2022
Q1 		$439K Hold
6,612
– – 0.06% 180
2021
Q4 		$483K Buy
6,612
+127
+2% +$9.43K 0.07% 173
2021
Q3 		$483K Buy
6,485
+100
+2% +$7.61K 0.08% 158
2021
Q2 		$474K Buy
6,385
+60
+0.9% +$4.5K 0.08% 156
2021
Q1 		$454K Hold
6,325
– – 0.07% 158
2020
Q4 		$432K Buy
6,325
+45
+0.7% +$2.84K 0.1% 73
2020
Q3 		$370K Sell
6,280
-5,163
-45% -$296K 0.11% 66
2020
Q2 		$614K Buy
+11,443
New +$577K 0.19% 45

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Marcum Wealth's SCZ Position: Q4 2022 in Review

Marcum Wealth sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2022, closing a stake of 6,612 shares — an estimated $323K sold.

Marcum Wealth first reported a position in SCZ in Q2 2020 and held it in 10 quarters. The position peaked at $614K in Q2 2020. 684 funds tracked by Wall St. Rank hold SCZ as of Q4 2022.

  • Marcum Wealth reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Marcum Wealth sold 6,612 iShares MSCI EAFE Small-Cap ETF shares in Q4 2022, an estimated $323K.
  • Marcum Wealth first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2020 and held it in 10 quarters.
  • Marcum Wealth's iShares MSCI EAFE Small-Cap ETF position peaked at $614K in Q2 2020.
  • 684 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2022.

Based on Marcum Wealth's 13F filing for Q4 2022, filed 12 Jan 2023.