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Okabena Investment Services’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Okabena Investment Services’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
2023
Q1 		– Sell
-750
Closed -$42.4K – 240
2022
Q4 		$42.4K Buy
+750
New +$40.3K 0.03% 102

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Morgan Stanley
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Natixis Advisors
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MMI
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Goldman Sachs
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Okabena Investment Services's SCZ Position: Q1 2023 in Review

Okabena Investment Services sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2023, closing a stake of 750 shares — an estimated $42.4K sold.

Okabena Investment Services first reported a position in SCZ in Q4 2022 and held it in 1 quarter. The position peaked at $42.4K in Q4 2022. 680 funds tracked by Wall St. Rank hold SCZ as of Q1 2023.

  • Okabena Investment Services reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Okabena Investment Services sold 750 iShares MSCI EAFE Small-Cap ETF shares in Q1 2023, an estimated $42.4K.
  • Okabena Investment Services first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2022 and held it in 1 quarter.
  • Okabena Investment Services's iShares MSCI EAFE Small-Cap ETF position peaked at $42.4K in Q4 2022.
  • 680 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2023.

Based on Okabena Investment Services's 13F filing for Q1 2023, filed 15 May 2023.