New England Guild Wealth Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

New England Guild Wealth Advisors’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	$226K	Buy	+4,003	New	+$215K	0.12%	64
2020 Q1	–	Sell	-21,863	Closed	-$1.36M	–	57
2019 Q4	$1.36M	Sell	21,863 -1,258	-5%	-$75.6K	0.98%	27
2019 Q3	$1.32M	Sell	23,121 -505	-2%	-$28.5K	0.95%	27
2019 Q2	$1.36M	Sell	23,626 -265	-1%	-$15.3K	1.01%	26
2019 Q1	$1.35M	Buy	23,891 +119	+0.5%	+$6.67K	1.02%	26
2018 Q4	$1.23M	Sell	23,772 -2,669	-10%	-$149K	1.03%	27
2018 Q3	$1.65M	Buy	26,441 +543	+2%	+$33.9K	1.49%	18
2018 Q2	$1.63M	Sell	25,898 -705	-3%	-$46.1K	1.48%	19
2018 Q1	$1.73M	Buy	26,603 +15	+0.1%	+$990	1.64%	19
2017 Q4	$1.72M	Buy	+26,588	New	+$1.67M	1.64%	19

Other funds holding SCZ

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

New England Guild Wealth Advisors's SCZ Position: Q4 2022 in Review

New England Guild Wealth Advisors opened a new position in iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2022: 4,003 shares worth $226K. The stake represents 0.12% of the portfolio and ranks #64 among its holdings. This is a return to the name: New England Guild Wealth Advisors previously reported a position in SCZ as recently as Q4 2019.

New England Guild Wealth Advisors first reported a position in SCZ in Q4 2017 and has held it in 10 quarters since. The position peaked at $1.73M in Q1 2018. 683 funds tracked by Wall St. Rank hold SCZ as of Q4 2022.

New England Guild Wealth Advisors held 4,003 shares of iShares MSCI EAFE Small-Cap ETF worth $226K as of Q4 2022.
iShares MSCI EAFE Small-Cap ETF was a new New England Guild Wealth Advisors position in Q4 2022.
iShares MSCI EAFE Small-Cap ETF made up 0.12% of New England Guild Wealth Advisors's portfolio in Q4 2022, its #64 holding.
New England Guild Wealth Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2017 and has held it in 10 quarters since.
New England Guild Wealth Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $1.73M in Q1 2018.
683 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2022.

Based on New England Guild Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.