Stone House Investment Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Stone House Investment 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
2023 Q3	–	Sell	-780	Closed	-$46K	–	377
2023 Q2	$46K	Hold	780	–	–	0.02%	85
2023 Q1	$46.4K	Buy	+780	New	+$46.3K	0.02%	93
2019 Q2	–	Sell	-2	Closed	–	–	165
2019 Q1	$0	Buy	+2	New	+$112	﹤0.01%	221

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MMI

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Stone House Investment Management's SCZ Position: Q3 2023 in Review

Stone House Investment Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2023, closing a stake of 780 shares — an estimated $46K sold.

Stone House Investment Management first reported a position in SCZ in Q1 2019 and held it in 3 quarters. The position peaked at $46.4K in Q1 2023. 651 funds tracked by Wall St. Rank hold SCZ as of Q3 2023.

Stone House Investment Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2023 after selling out during the quarter.
Stone House Investment Management sold 780 iShares MSCI EAFE Small-Cap ETF shares in Q3 2023, an estimated $46K.
Stone House Investment Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2019 and held it in 3 quarters.
Stone House Investment Management's iShares MSCI EAFE Small-Cap ETF position peaked at $46.4K in Q1 2023.
651 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2023.

Based on Stone House Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.