OFG
SCZ icon

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
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
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return