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

Retirement 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
2024 Q1	$10.8K	Sell	171 -16	-9%	-$979	﹤0.01%	458
2023 Q4	$11.5K	Buy	187 +3	+2%	+$171	﹤0.01%	420
2023 Q3	$10.4K	Hold	184	–	–	﹤0.01%	405
2023 Q2	$10.9K	Buy	184 +2	+1%	+$120	﹤0.01%	397
2023 Q1	$11K	Hold	182	–	–	0.01%	389
2022 Q4	$10K	Buy	182 +16	+10%	+$859	﹤0.01%	354
2022 Q3	$8K	Sell	166 -418	-72%	-$22.9K	0.01%	285
2022 Q2	$32K	Buy	584 +212	+57%	+$12.8K	0.01%	259
2022 Q1	$25K	Buy	372 +1	+0.3%	+$68	0.01%	304
2021 Q4	$27K	Buy	371 +3	+0.8%	+$223	0.01%	291
2021 Q3	$27K	Sell	368 -290	-44%	-$22.1K	0.01%	280
2021 Q2	$49K	Buy	658 +1	+0.2%	+$75	0.02%	240
2021 Q1	$47K	Sell	657 -150	-19%	-$10.6K	0.02%	287
2020 Q4	$55K	Hold	807	–	–	0.03%	251
2020 Q3	$48K	Buy	807 +208	+35%	+$11.9K	0.03%	250
2020 Q2	$32K	Buy	+599	New	+$30.2K	0.02%	276
2019 Q4	$32K	Buy	+507	New	+$30.5K	0.02%	268

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

MMI

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Retirement Group's SCZ Position: Q1 2024 in Review

Retirement Group reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 8.6% in Q1 2024, selling an estimated $979 and leaving 171 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

Retirement Group first reported a position in SCZ in Q4 2019 and has held it in 17 quarters since. The position peaked at $55K in Q4 2020. 681 funds tracked by Wall St. Rank hold SCZ as of Q1 2024.

Retirement Group held 171 shares of iShares MSCI EAFE Small-Cap ETF worth $10.8K as of Q1 2024.
Retirement Group sold 16 iShares MSCI EAFE Small-Cap ETF shares in Q1 2024, an estimated $979.
iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #458 holding.
Retirement Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and has held it in 17 quarters since.
Retirement Group's iShares MSCI EAFE Small-Cap ETF position peaked at $55K in Q4 2020.
681 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.