SSG
SCZ icon

Summit Securities Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Summit Securities 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
Q3 		– Sell
-1
Closed – – 828
2024
Q2 		$0 Buy
+1
New +$63 ﹤0.01% 766
2022
Q3 		– Sell
-1
Closed – – 1146
2022
Q2 		$0 Buy
+1
New +$61 ﹤0.01% 1195

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Summit Securities Group's SCZ Position: Q3 2024 in Review

Summit Securities Group sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2024, closing a stake of 1 share.

Summit Securities Group first reported a position in SCZ in Q2 2022 and held it in 2 quarters. The position peaked at $0 in Q2 2024. 691 funds tracked by Wall St. Rank hold SCZ as of Q3 2024.

  • Summit Securities Group reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Summit Securities Group sold 1 iShares MSCI EAFE Small-Cap ETF share in Q3 2024.
  • Summit Securities Group first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2022 and held it in 2 quarters.
  • Summit Securities Group's iShares MSCI EAFE Small-Cap ETF position peaked at $0 in Q2 2024.
  • 691 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2024.

Based on Summit Securities Group's 13F filing for Q3 2024, filed 7 Nov 2024.