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

Mascoma 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
2023 Q2	–	Sell	-967	Closed	-$58.8K	–	570
2023 Q1	$58.8K	Hold	967	–	–	0.02%	219
2022 Q4	$54.6K	Hold	967	–	–	0.02%	218
2022 Q3	$47K	Hold	967	–	–	0.02%	232
2022 Q2	$53K	Buy	967 +19	+2%	+$1.15K	0.02%	233
2022 Q1	$63K	Hold	948	–	–	0.02%	234
2021 Q4	$69K	Hold	948	–	–	0.02%	193
2021 Q3	$71K	Buy	+948	New	+$72.2K	0.03%	176
2021 Q2	–	Sell	-948	Closed	-$68K	–	370
2021 Q1	$68K	Buy	+948	New	+$67.3K	0.03%	178

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 $544B AUM 28.31% 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 $25.9B AUM 26.38% 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 $5.72T AUM 30.48% 1-Year Est. Return

Mascoma Wealth Management's SCZ Position: Q2 2023 in Review

Mascoma Wealth Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2023, closing a stake of 967 shares — an estimated $58.8K sold.

Mascoma Wealth Management first reported a position in SCZ in Q1 2021 and held it in 8 quarters. The position peaked at $71K in Q3 2021. 667 funds tracked by Wall St. Rank hold SCZ as of Q2 2023.

Mascoma Wealth Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2023 after selling out during the quarter.
Mascoma Wealth Management sold 967 iShares MSCI EAFE Small-Cap ETF shares in Q2 2023, an estimated $58.8K.
Mascoma Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2021 and held it in 8 quarters.
Mascoma Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $71K in Q3 2021.
667 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2023.

Based on Mascoma Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.