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

RGT 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
Q3 		$81K Buy
1,669
+1,367
+453% +$75K 0.01% 82
2022
Q2 		$16K Buy
+302
New +$18.3K ﹤0.01% 111
2018
Q2 		– Sell
-5,790
Closed -$377K – 76
2018
Q1 		$377K Sell
5,790
-369
-6% -$24.3K 0.18% 53
2017
Q4 		$397K Buy
+6,159
New +$388K 0.21% 48

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RGT Wealth Advisors's SCZ Position: Q3 2022 in Review

RGT Wealth Advisors increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 453% in Q3 2022, buying an estimated $75K and bringing the position to 1,669 shares worth $81K. The position accounts for 0.01% of the portfolio, ranked #82.

RGT Wealth Advisors first reported a position in SCZ in Q4 2017 and has held it in 4 quarters since. The position peaked at $397K in Q4 2017. 632 funds tracked by Wall St. Rank hold SCZ as of Q3 2022.

  • RGT Wealth Advisors held 1,669 shares of iShares MSCI EAFE Small-Cap ETF worth $81K as of Q3 2022.
  • RGT Wealth Advisors bought 1,367 iShares MSCI EAFE Small-Cap ETF shares in Q3 2022, an estimated $75K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.01% of RGT Wealth Advisors's portfolio in Q3 2022, its #82 holding.
  • RGT Wealth Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2017 and has held it in 4 quarters since.
  • RGT Wealth Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $397K in Q4 2017.
  • 632 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.