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Sawyer & Company’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Sawyer & Company’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
Q4 		– Sell
-43
Closed -$3K – 197
2024
Q3 		$3K Buy
+43
New +$2.77K ﹤0.01% 183

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sawyer & Company's SCZ Position: Q4 2024 in Review

Sawyer & Company sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2024, closing a stake of 43 shares — an estimated $3K sold.

Sawyer & Company first reported a position in SCZ in Q3 2024 and held it in 1 quarter. The position peaked at $3K in Q3 2024. 705 funds tracked by Wall St. Rank hold SCZ as of Q4 2024.

  • Sawyer & Company reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Sawyer & Company sold 43 iShares MSCI EAFE Small-Cap ETF shares in Q4 2024, an estimated $3K.
  • Sawyer & Company first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2024 and held it in 1 quarter.
  • Sawyer & Company's iShares MSCI EAFE Small-Cap ETF position peaked at $3K in Q3 2024.
  • 705 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2024.

Based on Sawyer & Company's 13F filing for Q4 2024, filed 14 Jan 2025.