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Oakwell Private Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Oakwell Private 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
2021
Q3 		– Sell
-3,188
Closed -$236K – 67
2021
Q2 		$236K Buy
3,188
+113
+4% +$8.48K 0.15% 59
2021
Q1 		$221K Sell
3,075
-165
-5% -$11.7K 0.16% 57
2020
Q4 		$221K Buy
+3,240
New +$204K 0.17% 57

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Oakwell Private Wealth Management's SCZ Position: Q3 2021 in Review

Oakwell Private Wealth Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2021, closing a stake of 3,188 shares — an estimated $236K sold.

Oakwell Private Wealth Management first reported a position in SCZ in Q4 2020 and held it in 3 quarters. The position peaked at $236K in Q2 2021. 647 funds tracked by Wall St. Rank hold SCZ as of Q3 2021.

  • Oakwell Private Wealth Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2021 after selling out during the quarter.
  • Oakwell Private Wealth Management sold 3,188 iShares MSCI EAFE Small-Cap ETF shares in Q3 2021, an estimated $236K.
  • Oakwell Private Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2020 and held it in 3 quarters.
  • Oakwell Private Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $236K in Q2 2021.
  • 647 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2021.

Based on Oakwell Private Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.