Polaris Wealth Advisory Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Polaris Wealth Advisory 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	-58,638	Closed	-$3.46M	–	185
2023 Q2	$3.46M	Buy	+58,638	New	+$3.51M	0.26%	86
2022 Q2	–	Sell	-170,733	Closed	-$11.2M	–	170
2022 Q1	$11.2M	Buy	170,733 +52,028	+44%	+$3.53M	0.75%	42
2021 Q4	$8.68M	Sell	118,705 -46,964	-28%	-$3.49M	0.5%	66
2021 Q3	$12.2M	Buy	165,669 +46,262	+39%	+$3.52M	0.73%	46
2021 Q2	$8.86M	Sell	119,407 -51,082	-30%	-$3.83M	0.53%	59
2021 Q1	$12.7M	Sell	170,489 -7,166	-4%	-$509K	0.81%	41
2020 Q4	$12.5M	Sell	177,655 -4,123	-2%	-$260K	0.94%	41
2020 Q3	$11M	Sell	181,778 -45,653	-20%	-$2.62M	1.03%	34
2020 Q2	$12.3M	Buy	+227,431	New	+$11.5M	0.97%	39
2020 Q1	–	Sell	-16,963	Closed	-$1.06M	–	170
2019 Q4	$1.06M	Buy	16,963 +6,677	+65%	+$401K	0.07%	101
2019 Q3	$575K	Buy	+10,286	New	+$581K	0.05%	111

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

Polaris Wealth Advisory Group's SCZ Position: Q3 2023 in Review

Polaris Wealth Advisory Group sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2023, closing a stake of 58,638 shares — an estimated $3.46M sold.

Polaris Wealth Advisory Group first reported a position in SCZ in Q3 2019 and held it in 11 quarters. The position peaked at $12.7M in Q1 2021. 651 funds tracked by Wall St. Rank hold SCZ as of Q3 2023.

Polaris Wealth Advisory Group reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2023 after selling out during the quarter.
Polaris Wealth Advisory Group sold 58,638 iShares MSCI EAFE Small-Cap ETF shares in Q3 2023, an estimated $3.46M.
Polaris Wealth Advisory Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2019 and held it in 11 quarters.
Polaris Wealth Advisory Group's iShares MSCI EAFE Small-Cap ETF position peaked at $12.7M in Q1 2021.
651 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.