PCG
SCZ icon

Prosperity Consulting Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Prosperity Consulting 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
2025
Q1 		– Sell
-4,473
Closed -$272K – 480
2024
Q4 		$272K Sell
4,473
-1,657
-27% -$105K 0.02% 402
2024
Q3 		$415K Sell
6,130
-2,514
-29% -$162K 0.03% 334
2024
Q2 		$533K Sell
8,644
-4,988
-37% -$313K 0.07% 185
2024
Q1 		$863K Sell
13,632
-12,145
-47% -$743K 0.11% 140
2023
Q4 		$1.6M Sell
25,777
-3,281
-11% -$187K 0.53% 43
2023
Q3 		$1.64M Sell
29,058
-1,107
-4% -$65.3K 0.75% 31
2023
Q2 		$1.78M Sell
30,165
-450
-1% -$26.9K 1.09% 24
2023
Q1 		$1.82M Sell
30,615
-216
-0.7% -$12.8K 1.15% 24
2022
Q4 		$1.74M Sell
30,831
-3,932
-11% -$211K 1.16% 24
2022
Q3 		$1.7M Buy
34,763
+199
+0.6% +$10.9K 1.39% 21
2022
Q2 		$1.89M Buy
34,564
+408
+1% +$24.7K 1.64% 18
2022
Q1 		$2.27M Sell
34,156
-643
-2% -$43.7K 1.68% 16
2021
Q4 		$2.44M Buy
+34,799
New +$2.58M 1.83% 15

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Prosperity Consulting Group's SCZ Position: Q1 2025 in Review

Prosperity Consulting Group sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2025, closing a stake of 4,473 shares — an estimated $272K sold.

Prosperity Consulting Group first reported a position in SCZ in Q4 2021 and held it in 13 quarters. The position peaked at $2.44M in Q4 2021. 687 funds tracked by Wall St. Rank hold SCZ as of Q1 2025.

  • Prosperity Consulting Group reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Prosperity Consulting Group sold 4,473 iShares MSCI EAFE Small-Cap ETF shares in Q1 2025, an estimated $272K.
  • Prosperity Consulting Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and held it in 13 quarters.
  • Prosperity Consulting Group's iShares MSCI EAFE Small-Cap ETF position peaked at $2.44M in Q4 2021.
  • 687 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2025.

Based on Prosperity Consulting Group's 13F filing for Q1 2025, filed 7 May 2025.