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Triad Wealth Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Triad Wealth Partners’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
-5
Closed -$308 – 746
2024
Q2 		$308 Buy
+5
New +$313 ﹤0.01% 928

Other funds holding SCZ

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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

Triad Wealth Partners's SCZ Position: Q3 2024 in Review

Triad Wealth Partners sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2024, closing a stake of 5 shares — an estimated $308 sold.

Triad Wealth Partners first reported a position in SCZ in Q2 2024 and held it in 1 quarter. The position peaked at $308 in Q2 2024. 691 funds tracked by Wall St. Rank hold SCZ as of Q3 2024.

  • Triad Wealth Partners reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 5 iShares MSCI EAFE Small-Cap ETF shares in Q3 2024, an estimated $308.
  • Triad Wealth Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's iShares MSCI EAFE Small-Cap ETF position peaked at $308 in Q2 2024.
  • 691 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.