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Talon Private Wealth’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Talon Private Wealth’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
Q4 		– Sell
-380
Closed -$25.7K – 343
2024
Q3 		$25.7K Buy
+380
New +$24.5K 0.01% 123

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Talon Private Wealth's SCZ Position: Q4 2024 in Review

Talon Private Wealth sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2024, closing a stake of 380 shares — an estimated $25.7K sold.

Talon Private Wealth first reported a position in SCZ in Q3 2024 and held it in 1 quarter. The position peaked at $25.7K in Q3 2024. 705 funds tracked by Wall St. Rank hold SCZ as of Q4 2024.

  • Talon Private Wealth reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Talon Private Wealth sold 380 iShares MSCI EAFE Small-Cap ETF shares in Q4 2024, an estimated $25.7K.
  • Talon Private Wealth first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2024 and held it in 1 quarter.
  • Talon Private Wealth's iShares MSCI EAFE Small-Cap ETF position peaked at $25.7K in Q3 2024.
  • 705 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2024.

Based on Talon Private Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.