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Redmont Wealth Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Redmont Wealth 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
2022
Q2 		– Sell
-5,945
Closed -$394K – 121
2022
Q1 		$394K Sell
5,945
-11,305
-66% -$768K 0.42% 53
2021
Q4 		$1.26M Buy
+17,250
New +$1.28M 1.35% 13

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Redmont Wealth Advisors's SCZ Position: Q2 2022 in Review

Redmont Wealth Advisors sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2022, closing a stake of 5,945 shares — an estimated $394K sold.

Redmont Wealth Advisors first reported a position in SCZ in Q4 2021 and held it in 2 quarters. The position peaked at $1.26M in Q4 2021. 667 funds tracked by Wall St. Rank hold SCZ as of Q2 2022.

  • Redmont Wealth Advisors reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Redmont Wealth Advisors sold 5,945 iShares MSCI EAFE Small-Cap ETF shares in Q2 2022, an estimated $394K.
  • Redmont Wealth Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and held it in 2 quarters.
  • Redmont Wealth Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $1.26M in Q4 2021.
  • 667 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2022.

Based on Redmont Wealth Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.