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	$7K	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 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

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

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

RE Dickinson Investment Advisors's SCZ Position: Q4 2023 in Review

RE Dickinson Investment Advisors sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2023, closing a stake of 127 shares — an estimated $7K sold.

RE Dickinson Investment Advisors first reported a position in SCZ in Q4 2021 and held it in 8 quarters. The position peaked at $9K in Q1 2022. 709 funds tracked by Wall St. Rank hold SCZ as of Q4 2023.

RE Dickinson Investment Advisors reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2023 after selling out during the quarter.
RE Dickinson Investment Advisors sold 127 iShares MSCI EAFE Small-Cap ETF shares in Q4 2023, an estimated $7K.
RE Dickinson Investment Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and held it in 8 quarters.
RE Dickinson Investment Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $9K in Q1 2022.
709 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2023.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.