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RE Dickinson Investment Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

RE Dickinson Investment Advisors’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
Q4 		– Sell
-127
Closed -$7K – 270
2023
Q3 		$7K Buy
127
+110
+647% +$6.49K ﹤0.01% 190
2023
Q2 		$1K Sell
17
-119
-88% -$7.12K ﹤0.01% 371
2023
Q1 		$8K Hold
136
– – ﹤0.01% 284
2022
Q4 		$8K Hold
136
– – ﹤0.01% 268
2022
Q3 		$7K Hold
136
– – 0.01% 169
2022
Q2 		$7 Hold
136
– – ﹤0.01% 182
2022
Q1 		$9K Buy
136
+17
+14% +$1.15K 0.01% 187
2021
Q4 		$9K Buy
+119
New +$8.84K 0.01% 183

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return