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Spotlight Asset Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Spotlight Asset Group’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
Q2 		$11.1K Hold
180
– – 0.01% 187
2024
Q1 		$11.4K Hold
180
– – 0.01% 193
2023
Q4 		$10.2K Hold
180
– – 0.01% 197
2023
Q3 		$10.2K Hold
180
– – 0.01% 197
2023
Q2 		$10.6K Buy
+180
New +$10.8K 0.01% 198

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Spotlight Asset Group's SCZ Position: Q2 2024 in Review

Spotlight Asset Group held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2024 at 180 shares worth $11.1K. The position accounts for 0.01% of the portfolio, ranked #187.

Spotlight Asset Group first reported a position in SCZ in Q2 2023 and has held it in 5 quarters since. The position peaked at $11.4K in Q1 2024. 660 funds tracked by Wall St. Rank hold SCZ as of Q2 2024.

  • Spotlight Asset Group held 180 shares of iShares MSCI EAFE Small-Cap ETF worth $11.1K as of Q2 2024.
  • Spotlight Asset Group left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2024.
  • iShares MSCI EAFE Small-Cap ETF made up 0.01% of Spotlight Asset Group's portfolio in Q2 2024, its #187 holding.
  • Spotlight Asset Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2023 and has held it in 5 quarters since.
  • Spotlight Asset Group's iShares MSCI EAFE Small-Cap ETF position peaked at $11.4K in Q1 2024.
  • 660 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2024.

Based on Spotlight Asset Group's 13F filing for Q2 2024, filed 24 Jul 2024.