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Surevest’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Surevest’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
Q3 		$8K Buy
+159
New +$8.72K ﹤0.01% 299

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Surevest's SCZ Position: Q3 2022 in Review

Surevest opened a new position in iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2022: 159 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #299 among its holdings.

631 funds tracked by Wall St. Rank hold SCZ as of Q3 2022.

  • Surevest held 159 shares of iShares MSCI EAFE Small-Cap ETF worth $8K as of Q3 2022.
  • iShares MSCI EAFE Small-Cap ETF was a new Surevest position in Q3 2022.
  • iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #299 holding.
  • 631 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.