Mine & Arao Wealth Creation & Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Mine & Arao Wealth Creation & 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
2024 Q2	–	Sell	-81	Closed	-$5.13K	–	304
2024 Q1	$5.13K	Hold	81	–	–	﹤0.01%	245
2023 Q4	$5.01K	Hold	81	–	–	﹤0.01%	255
2023 Q3	$4.58K	Hold	81	–	–	﹤0.01%	255
2023 Q2	$4.78K	Hold	81	–	–	﹤0.01%	266
2023 Q1	$4.82K	Hold	81	–	–	﹤0.01%	266
2022 Q4	$4.58K	Hold	81	–	–	﹤0.01%	267
2022 Q3	$4K	Hold	81	–	–	﹤0.01%	290
2022 Q2	$4K	Hold	81	–	–	﹤0.01%	283
2022 Q1	$5K	Hold	81	–	–	﹤0.01%	273
2021 Q4	$6K	Hold	81	–	–	﹤0.01%	267
2021 Q3	$6K	Hold	81	–	–	﹤0.01%	247
2021 Q2	$6K	Hold	81	–	–	﹤0.01%	241
2021 Q1	$6K	Hold	81	–	–	﹤0.01%	232
2020 Q4	$6K	Hold	81	–	–	﹤0.01%	232
2020 Q3	$5K	Hold	81	–	–	﹤0.01%	227
2020 Q2	$4K	Hold	81	–	–	﹤0.01%	216
2020 Q1	$4K	Hold	81	–	–	﹤0.01%	209
2019 Q4	$5K	Buy	+81	New	+$4.87K	﹤0.01%	213

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Mine & Arao Wealth Creation & Management's SCZ Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2024, closing a stake of 81 shares — an estimated $5.13K sold.

Mine & Arao Wealth Creation & Management first reported a position in SCZ in Q4 2019 and held it in 18 quarters. The position peaked at $6K in Q4 2021. 661 funds tracked by Wall St. Rank hold SCZ as of Q2 2024.

Mine & Arao Wealth Creation & Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2024 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 81 iShares MSCI EAFE Small-Cap ETF shares in Q2 2024, an estimated $5.13K.
Mine & Arao Wealth Creation & Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and held it in 18 quarters.
Mine & Arao Wealth Creation & Management's iShares MSCI EAFE Small-Cap ETF position peaked at $6K in Q4 2021.
661 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.