PWMG
SCZ icon

Pioneer Wealth Management Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Pioneer Wealth Management 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
Q3 		$217K Sell
3,209
-1,166
-27% -$75K 0.1% 40
2024
Q2 		$270K Sell
4,375
-1,926
-31% -$121K 0.14% 36
2024
Q1 		$399K Sell
6,301
-3,469
-36% -$212K 0.23% 30
2023
Q4 		$605K Sell
9,770
-18,366
-65% -$1.05M 0.38% 25
2023
Q3 		$1.59M Buy
28,136
+1,003
+4% +$59.2K 1.21% 18
2023
Q2 		$1.6M Buy
27,133
+557
+2% +$33.3K 1.27% 19
2023
Q1 		$1.58M Sell
26,576
-166
-0.6% -$9.86K 1.41% 16
2022
Q4 		$1.51M Buy
+26,742
New +$1.44M 1.42% 18

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return