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

Northwest 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
2024
Q4 		– Sell
-3,856
Closed -$261K – 174
2024
Q3 		$261K Sell
3,856
-45
-1% -$2.9K 0.06% 132
2024
Q2 		$240K Sell
3,901
-145
-4% -$9.09K 0.06% 144
2024
Q1 		$256K Sell
4,046
-14
-0.3% -$856 0.07% 139
2023
Q4 		$251K Buy
+4,060
New +$232K 0.08% 134
2022
Q1 		– Sell
-3,035
Closed -$222K – 142
2021
Q4 		$222K Buy
3,035
+266
+10% +$19.8K 0.1% 116
2021
Q3 		$206K Sell
2,769
-110
-4% -$8.37K 0.1% 112
2021
Q2 		$213K Buy
2,879
+60
+2% +$4.5K 0.11% 116
2021
Q1 		$203K Buy
+2,819
New +$200K 0.13% 108
2020
Q1 		– Sell
-8,308
Closed -$517K – 110
2019
Q4 		$517K Sell
8,308
-628
-7% -$37.7K 0.47% 56
2019
Q3 		$511K Sell
8,936
-461
-5% -$26.1K 0.42% 63
2019
Q2 		$539K Buy
9,397
+941
+11% +$54.3K 0.43% 61
2019
Q1 		$486K Buy
8,456
+166
+2% +$9.3K 0.37% 63
2018
Q4 		$430K Sell
8,290
-233
-3% -$13K 0.36% 63
2018
Q3 		$531K Sell
8,523
-69
-0.8% -$4.31K 0.4% 62
2018
Q2 		$539K Buy
8,592
+776
+10% +$50.8K 0.41% 57
2018
Q1 		$510K Buy
7,816
+507
+7% +$33.5K 0.38% 58
2017
Q4 		$471K Sell
7,309
-54
-0.7% -$3.4K 0.38% 58
2017
Q3 		$457K Buy
7,363
+1,072
+17% +$64.1K 0.64% 39
2017
Q2 		$364K Sell
6,291
-38
-0.6% -$2.17K 0.33% 62
2017
Q1 		$343K Buy
6,329
+253
+4% +$13.3K 0.32% 65
2016
Q4 		$303K Buy
+6,076
New +$306K 0.31% 67

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwest Wealth Management's SCZ Position: Q4 2024 in Review

Northwest Wealth Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2024, closing a stake of 3,856 shares — an estimated $261K sold.

Northwest Wealth Management first reported a position in SCZ in Q4 2016 and held it in 21 quarters. The position peaked at $539K in Q2 2019. 705 funds tracked by Wall St. Rank hold SCZ as of Q4 2024.

  • Northwest Wealth Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Wealth Management sold 3,856 iShares MSCI EAFE Small-Cap ETF shares in Q4 2024, an estimated $261K.
  • Northwest Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2016 and held it in 21 quarters.
  • Northwest Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $539K in Q2 2019.
  • 705 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2024.

Based on Northwest Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.