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Resolute Financial’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Resolute Financial’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
Q4 		$1.03M Buy
18,218
+2,473
+16% +$133K 0.88% 29
2022
Q3 		$768K Sell
15,745
-906
-5% -$49.7K 0.73% 30
2022
Q2 		$909K Sell
16,651
-260
-2% -$15.7K 0.79% 29
2022
Q1 		$1.12M Sell
16,911
-445
-3% -$30.2K 0.91% 27
2021
Q4 		$1.27M Buy
+17,356
New +$1.29M 0.95% 25

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Resolute Financial's SCZ Position: Q4 2022 in Review

Resolute Financial increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 16% in Q4 2022, buying an estimated $133K and bringing the position to 18,218 shares worth $1.03M. The position accounts for 0.88% of the portfolio, ranked #29.

Resolute Financial first reported a position in SCZ in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.27M in Q4 2021. 683 funds tracked by Wall St. Rank hold SCZ as of Q4 2022.

  • Resolute Financial held 18,218 shares of iShares MSCI EAFE Small-Cap ETF worth $1.03M as of Q4 2022.
  • Resolute Financial bought 2,473 iShares MSCI EAFE Small-Cap ETF shares in Q4 2022, an estimated $133K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.88% of Resolute Financial's portfolio in Q4 2022, its #29 holding.
  • Resolute Financial first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and has held it in 5 quarters since.
  • Resolute Financial's iShares MSCI EAFE Small-Cap ETF position peaked at $1.27M in Q4 2021.
  • 683 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2022.

Based on Resolute Financial's 13F filing for Q4 2022, filed 13 Feb 2023.