Oxford Financial Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Oxford 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
2023 Q3	–	Sell	-113	Closed	-$6.67K	–	290
2023 Q2	$6.67K	Hold	113	–	–	﹤0.01%	283
2023 Q1	$6.72K	Sell	113 -5,915	-98%	-$351K	﹤0.01%	243
2022 Q4	$340K	Buy	6,028 +5,915	+5,235%	+$318K	0.04%	141
2022 Q3	$6K	Hold	113	–	–	﹤0.01%	227
2022 Q2	$6K	Sell	113 -830	-88%	-$50.2K	﹤0.01%	249
2022 Q1	$63K	Hold	943	–	–	0.01%	216
2021 Q4	$69K	Buy	943 +830	+735%	+$61.6K	0.01%	230
2021 Q3	$8K	Hold	113	–	–	﹤0.01%	238
2021 Q2	$8K	Hold	113	–	–	﹤0.01%	218
2021 Q1	$8K	Hold	113	–	–	﹤0.01%	206
2020 Q4	$8K	Buy	+113	New	+$7.13K	﹤0.01%	203

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

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

Oxford Financial Group's SCZ Position: Q3 2023 in Review

Oxford Financial Group sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2023, closing a stake of 113 shares — an estimated $6.67K sold.

Oxford Financial Group first reported a position in SCZ in Q4 2020 and held it in 11 quarters. The position peaked at $340K in Q4 2022. 651 funds tracked by Wall St. Rank hold SCZ as of Q3 2023.

Oxford Financial Group reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2023 after selling out during the quarter.
Oxford Financial Group sold 113 iShares MSCI EAFE Small-Cap ETF shares in Q3 2023, an estimated $6.67K.
Oxford Financial Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2020 and held it in 11 quarters.
Oxford Financial Group's iShares MSCI EAFE Small-Cap ETF position peaked at $340K in Q4 2022.
651 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2023.

Based on Oxford Financial Group's 13F filing for Q3 2023, filed 13 Nov 2023.