TWM
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Tradition Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Tradition Wealth 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
2024
Q1 		– Sell
-250
Closed -$15K – 1033
2023
Q4 		$15K Sell
250
-412
-62% -$23.5K ﹤0.01% 913
2023
Q3 		$37K Sell
662
-53
-7% -$3.13K ﹤0.01% 683
2023
Q2 		$42K Sell
715
-109
-13% -$6.52K ﹤0.01% 684
2023
Q1 		$49K Sell
824
-128
-13% -$7.6K 0.01% 612
2022
Q4 		$54K Sell
952
-1,898
-67% -$102K 0.01% 509
2022
Q3 		$139K Sell
2,850
-2,036
-42% -$112K 0.02% 309
2022
Q2 		$267K Sell
4,886
-24,223
-83% -$1.47M 0.04% 232
2022
Q1 		$1.93M Sell
29,109
-13,602
-32% -$924K 0.25% 84
2021
Q4 		$3.12M Buy
42,711
+8,775
+26% +$652K 0.39% 70
2021
Q3 		$2.52M Buy
33,936
+2,879
+9% +$219K 0.36% 71
2021
Q2 		$2.3M Buy
+31,057
New +$2.33M 0.34% 76
2021
Q1 		– Sell
-60
Closed -$4K – 990
2020
Q4 		$4K Buy
+60
New +$3.79K ﹤0.01% 880

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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 $609B AUM 40.19% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Tradition Wealth Management's SCZ Position: Q1 2024 in Review

Tradition Wealth Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2024, closing a stake of 250 shares — an estimated $15K sold.

Tradition Wealth Management first reported a position in SCZ in Q4 2020 and held it in 12 quarters. The position peaked at $3.12M in Q4 2021. 683 funds tracked by Wall St. Rank hold SCZ as of Q1 2024.

  • Tradition Wealth Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 250 iShares MSCI EAFE Small-Cap ETF shares in Q1 2024, an estimated $15K.
  • Tradition Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2020 and held it in 12 quarters.
  • Tradition Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $3.12M in Q4 2021.
  • 683 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.