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

Milestone 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
Q3 		$4K Hold
78
– – ﹤0.01% 216
2022
Q2 		$4K Hold
78
– – ﹤0.01% 213
2022
Q1 		$6K Hold
78
– – ﹤0.01% 227
2021
Q4 		$6K Buy
+78
New +$5.79K ﹤0.01% 227

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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Milestone Wealth's SCZ Position: Q3 2022 in Review

Milestone Wealth held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q3 2022 at 78 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #216.

Milestone Wealth first reported a position in SCZ in Q4 2021 and has held it in 4 quarters since. The position peaked at $6K in Q1 2022. 632 funds tracked by Wall St. Rank hold SCZ as of Q3 2022.

  • Milestone Wealth held 78 shares of iShares MSCI EAFE Small-Cap ETF worth $4K as of Q3 2022.
  • Milestone Wealth left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q3 2022.
  • iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Milestone Wealth's portfolio in Q3 2022, its #216 holding.
  • Milestone Wealth first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's iShares MSCI EAFE Small-Cap ETF position peaked at $6K in Q1 2022.
  • 632 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.