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Private Portfolio Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Private Portfolio Partners’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
Q4 		$6.56M Sell
108,035
-426
-0.4% -$27.1K 1.21% 19
2024
Q3 		$7.34M Buy
+108,461
New +$6.98M 1.38% 14
2024
Q2 		– Sell
-105,992
Closed -$6.71M – 228
2024
Q1 		$6.71M Buy
105,992
+2,481
+2% +$152K 1.4% 14
2023
Q4 		$6.41M Buy
103,511
+186
+0.2% +$10.6K 1.47% 14
2023
Q3 		$5.83M Buy
103,325
+658
+0.6% +$38.8K 1.51% 15
2023
Q2 		$6.06M Buy
102,667
+18
+0% +$1.08K 1.55% 16
2023
Q1 		$6.11M Buy
102,649
+3,442
+3% +$204K 1.65% 14
2022
Q4 		$5.6M Buy
99,207
+2,064
+2% +$111K 1.48% 15
2022
Q3 		$4.74M Buy
97,143
+1,634
+2% +$89.6K 1.35% 15
2022
Q2 		$5.21M Buy
95,509
+5,692
+6% +$344K 1.45% 14
2022
Q1 		$5.96M Buy
89,817
+1,789
+2% +$121K 1.47% 13
2021
Q4 		$6.43M Buy
88,028
+1,295
+1% +$96.2K 1.65% 11
2021
Q3 		$6.45M Buy
86,733
+2,174
+3% +$165K 1.84% 8
2021
Q2 		$6.27M Buy
84,559
+2,173
+3% +$163K 1.82% 8
2021
Q1 		$5.92M Buy
82,386
+892
+1% +$63.3K 1.92% 8
2020
Q4 		$5.57M Buy
81,494
+848
+1% +$53.5K 1.97% 8
2020
Q3 		$4.76M Buy
80,646
+4,148
+5% +$238K 1.93% 9
2020
Q2 		$4.1M Buy
76,498
+13,331
+21% +$672K 1.89% 9
2020
Q1 		$2.83M Buy
63,167
+842
+1% +$46.8K 1.51% 12
2019
Q4 		$3.88M Buy
62,325
+147
+0.2% +$8.83K 1.68% 10
2019
Q3 		$3.56M Buy
62,178
+5,269
+9% +$298K 1.67% 10
2019
Q2 		$3.27M Buy
56,909
+3,585
+7% +$207K 1.4% 11
2019
Q1 		$3.06M Buy
53,324
+522
+1% +$29.2K 1.62% 11
2018
Q4 		$2.74M Buy
+52,802
New +$2.96M 1.69% 10

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Private Portfolio Partners's SCZ Position: Q4 2024 in Review

Private Portfolio Partners reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.39% in Q4 2024, selling an estimated $27.1K and leaving 108,035 shares worth $6.56M. The position accounts for 1.21% of the portfolio, ranked #19.

Private Portfolio Partners first reported a position in SCZ in Q4 2018 and has held it in 24 quarters since. The position peaked at $7.34M in Q3 2024. 705 funds tracked by Wall St. Rank hold SCZ as of Q4 2024.

  • Private Portfolio Partners held 108,035 shares of iShares MSCI EAFE Small-Cap ETF worth $6.56M as of Q4 2024.
  • Private Portfolio Partners sold 426 iShares MSCI EAFE Small-Cap ETF shares in Q4 2024, an estimated $27.1K.
  • iShares MSCI EAFE Small-Cap ETF made up 1.21% of Private Portfolio Partners's portfolio in Q4 2024, its #19 holding.
  • Private Portfolio Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2018 and has held it in 24 quarters since.
  • Private Portfolio Partners's iShares MSCI EAFE Small-Cap ETF position peaked at $7.34M in Q3 2024.
  • 705 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.