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

Richardson Financial Services’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
2025
Q1 		– Sell
-13
Closed -$791 – 629
2024
Q4 		$791 Buy
+13
New +$827 ﹤0.01% 547

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JP Morgan Chase
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State of New Jersey Common Pension Fund D
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Bank of New York Mellon
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Goldman Sachs
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Richardson Financial Services's SCZ Position: Q1 2025 in Review

Richardson Financial Services sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2025, closing a stake of 13 shares — an estimated $791 sold.

Richardson Financial Services first reported a position in SCZ in Q4 2024 and held it in 1 quarter. The position peaked at $791 in Q4 2024. 687 funds tracked by Wall St. Rank hold SCZ as of Q1 2025.

  • Richardson Financial Services reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Richardson Financial Services sold 13 iShares MSCI EAFE Small-Cap ETF shares in Q1 2025, an estimated $791.
  • Richardson Financial Services first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2024 and held it in 1 quarter.
  • Richardson Financial Services's iShares MSCI EAFE Small-Cap ETF position peaked at $791 in Q4 2024.
  • 687 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2025.

Based on Richardson Financial Services's 13F filing for Q1 2025, filed 6 May 2025.