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

Rise 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
2023
Q4 		– Sell
-33
Closed -$1.84K – 661
2023
Q3 		$1.84K Hold
33
– – ﹤0.01% 478
2023
Q2 		$1.92K Buy
33
+1
+3% +$60 ﹤0.01% 519
2023
Q1 		$1.9K Hold
32
– – ﹤0.01% 579
2022
Q4 		$1.81K Buy
+32
New +$1.72K ﹤0.01% 583

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TIAA Trust, National Association
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Rise Advisors's SCZ Position: Q4 2023 in Review

Rise Advisors sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2023, closing a stake of 33 shares — an estimated $1.84K sold.

Rise Advisors first reported a position in SCZ in Q4 2022 and held it in 4 quarters. The position peaked at $1.92K in Q2 2023. 707 funds tracked by Wall St. Rank hold SCZ as of Q4 2023.

  • Rise Advisors reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Rise Advisors sold 33 iShares MSCI EAFE Small-Cap ETF shares in Q4 2023, an estimated $1.84K.
  • Rise Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2022 and held it in 4 quarters.
  • Rise Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $1.92K in Q2 2023.
  • 707 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2023.

Based on Rise Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.