Selective Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Selective Wealth Management’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 Q4	–	Sell	-4,371	Closed	-$213K	–	619
2022 Q3	$213K	Sell	4,371 -687	-14%	-$37.7K	0.09%	118
2022 Q2	$276K	Buy	5,058 +826	+20%	+$50K	0.1%	113
2022 Q1	$281K	Buy	+4,232	New	+$287K	0.1%	101
2018 Q3	$3K	Buy	+51	New	+$3.19K	0.04%	134

Other funds holding SCZ

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MMI

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

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

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

Selective Wealth Management's SCZ Position: Q4 2022 in Review

Selective Wealth Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2022, closing a stake of 4,371 shares — an estimated $213K sold.

Selective Wealth Management first reported a position in SCZ in Q3 2018 and held it in 4 quarters. The position peaked at $281K in Q1 2022. 683 funds tracked by Wall St. Rank hold SCZ as of Q4 2022.

Selective Wealth Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 4,371 iShares MSCI EAFE Small-Cap ETF shares in Q4 2022, an estimated $213K.
Selective Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2018 and held it in 4 quarters.
Selective Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $281K in Q1 2022.
683 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.