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

Unionview LLC’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	$833K	Buy	13,709 +202	+1%	+$12.8K	0.61%	31
2024 Q3	$914K	Buy	13,507 +8	+0.1%	+$515	0.71%	29
2024 Q2	$832K	Buy	13,499 +234	+2%	+$14.7K	0.68%	31
2024 Q1	$840K	Sell	13,265 -41	-0.3%	-$2.51K	0.7%	28
2023 Q4	$824K	Buy	13,306 +701	+6%	+$40K	0.74%	26
2023 Q3	$712K	Buy	12,605 +470	+4%	+$27.7K	0.67%	29
2023 Q2	$716K	Buy	12,135 +333	+3%	+$19.9K	0.65%	26
2023 Q1	$702K	Buy	11,802 +1,014	+9%	+$60.2K	0.66%	28
2022 Q4	$609K	Buy	10,788 +394	+4%	+$21.1K	0.61%	32
2022 Q3	$507K	Buy	10,394 +1,840	+22%	+$101K	0.58%	33
2022 Q2	$467K	Hold	8,554	–	–	0.52%	38
2022 Q1	$567K	Hold	8,554	–	–	0.53%	40
2021 Q4	$625K	Buy	+8,554	New	+$635K	0.58%	33

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Unionview LLC's SCZ Position: Q4 2024 in Review

Unionview LLC increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 1.5% in Q4 2024, buying an estimated $12.8K and bringing the position to 13,709 shares worth $833K. The position accounts for 0.61% of the portfolio, ranked #31.

Unionview LLC first reported a position in SCZ in Q4 2021 and has held it in 13 quarters since. The position peaked at $914K in Q3 2024. 706 funds tracked by Wall St. Rank hold SCZ as of Q4 2024.

Unionview LLC held 13,709 shares of iShares MSCI EAFE Small-Cap ETF worth $833K as of Q4 2024.
Unionview LLC bought 202 iShares MSCI EAFE Small-Cap ETF shares in Q4 2024, an estimated $12.8K.
iShares MSCI EAFE Small-Cap ETF made up 0.61% of Unionview LLC's portfolio in Q4 2024, its #31 holding.
Unionview LLC first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and has held it in 13 quarters since.
Unionview LLC's iShares MSCI EAFE Small-Cap ETF position peaked at $914K in Q3 2024.
706 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2024.

Based on Unionview LLC's 13F filing for Q4 2024, filed 3 Feb 2025.