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NC
NewSquare Capital’s
iShares MSCI EAFE Small-Cap ETF
SCZ
Stock Holding History
NewSquare Capital’s Portfolio
SCZ Stock Details
SCZ Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
–
Sell
-50
Closed
-$3.18K
–
1362
2025
Q1
$3.18K
Hold
50
–
–
﹤0.01%
772
2024
Q4
$3.04K
Hold
50
–
–
﹤0.01%
449
2024
Q3
$3.38K
Hold
50
–
–
﹤0.01%
258
2024
Q2
$3.08K
Hold
50
–
–
﹤0.01%
276
2024
Q1
$3.17K
Hold
50
–
–
﹤0.01%
322
2023
Q4
$3.1K
Hold
50
–
–
﹤0.01%
361
2023
Q3
$2.82K
Hold
50
–
–
﹤0.01%
426
2023
Q2
$2.95K
Hold
50
–
–
﹤0.01%
485
2023
Q1
$2.98K
Sell
50
-185
-79%
-$11K
﹤0.01%
525
2022
Q4
$13.3K
Buy
235
+50
+27%
+$2.68K
﹤0.01%
262
2022
Q3
$9K
Sell
185
-376
-67%
-$20.6K
﹤0.01%
263
2022
Q2
$31K
Hold
561
–
–
﹤0.01%
208
2022
Q1
$37K
Buy
+561
New
+$38.1K
﹤0.01%
213
Other funds holding SCZ
TIAA Trust, National Association
Charlotte, North Carolina
$1.65B AUM
16.63%
1-Year Est. Return
Jones Financial Companies
Des Peres, Missouri
$208B AUM
16.12%
1-Year Est. Return
Natixis Advisors
Boston, Massachusetts
$71.9B AUM
28.03%
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
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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