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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

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

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Pioneer Wealth Management Group's SCZ Position: Q3 2024 in Review

Pioneer Wealth Management Group reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 27% in Q3 2024, selling an estimated $75K and leaving 3,209 shares worth $217K. The position accounts for 0.1% of the portfolio, ranked #40.

Pioneer Wealth Management Group first reported a position in SCZ in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.6M in Q2 2023. 693 funds tracked by Wall St. Rank hold SCZ as of Q3 2024.

Pioneer Wealth Management Group held 3,209 shares of iShares MSCI EAFE Small-Cap ETF worth $217K as of Q3 2024.
Pioneer Wealth Management Group sold 1,166 iShares MSCI EAFE Small-Cap ETF shares in Q3 2024, an estimated $75K.
iShares MSCI EAFE Small-Cap ETF made up 0.1% of Pioneer Wealth Management Group's portfolio in Q3 2024, its #40 holding.
Pioneer Wealth Management Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2022 and has held it in 8 quarters since.
Pioneer Wealth Management Group's iShares MSCI EAFE Small-Cap ETF position peaked at $1.6M in Q2 2023.
693 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2024.

Based on Pioneer Wealth Management Group's 13F filing for Q3 2024, filed 7 Oct 2024.