O'Connor Financial Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

O'Connor Financial Group’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 Q1	–	Sell	-16,558	Closed	-$1.02M	–	52
2023 Q4	$1.02M	Sell	16,558 -925	-5%	-$52.8K	0.63%	28
2023 Q3	$987K	Sell	17,483 -31	-0.2%	-$1.83K	0.68%	28
2023 Q2	$1.03M	Buy	17,514 +631	+4%	+$37.7K	0.71%	25
2023 Q1	$1M	Buy	+16,883	New	+$1M	0.76%	26

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

O'Connor Financial Group's SCZ Position: Q1 2024 in Review

O'Connor Financial Group sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2024, closing a stake of 16,558 shares — an estimated $1.02M sold.

O'Connor Financial Group first reported a position in SCZ in Q1 2023 and held it in 4 quarters. The position peaked at $1.03M in Q2 2023. 683 funds tracked by Wall St. Rank hold SCZ as of Q1 2024.

O'Connor Financial Group reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
O'Connor Financial Group sold 16,558 iShares MSCI EAFE Small-Cap ETF shares in Q1 2024, an estimated $1.02M.
O'Connor Financial Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2023 and held it in 4 quarters.
O'Connor Financial Group's iShares MSCI EAFE Small-Cap ETF position peaked at $1.03M in Q2 2023.
683 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2024.

Based on O'Connor Financial Group's 13F filing for Q1 2024, filed 11 Apr 2024.