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Silver Oak Securities’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Silver Oak Securities’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
Q1 		– Sell
-4,297
Closed -$243K – 415
2022
Q4 		$243K Buy
+4,297
New +$231K 0.05% 259

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TF
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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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Silver Oak Securities's SCZ Position: Q1 2023 in Review

Silver Oak Securities sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2023, closing a stake of 4,297 shares — an estimated $243K sold.

Silver Oak Securities first reported a position in SCZ in Q4 2022 and held it in 1 quarter. The position peaked at $243K in Q4 2022. 680 funds tracked by Wall St. Rank hold SCZ as of Q1 2023.

  • Silver Oak Securities reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Silver Oak Securities sold 4,297 iShares MSCI EAFE Small-Cap ETF shares in Q1 2023, an estimated $243K.
  • Silver Oak Securities first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2022 and held it in 1 quarter.
  • Silver Oak Securities's iShares MSCI EAFE Small-Cap ETF position peaked at $243K in Q4 2022.
  • 680 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2023.

Based on Silver Oak Securities's 13F filing for Q1 2023, filed 5 May 2023.