Visionary Wealth Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Visionary Wealth Advisors’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	-7,969	Closed	-$493K	–	495
2023 Q4	$493K	Sell	7,969 -549	-6%	-$31.4K	0.04%	315
2023 Q3	$481K	Sell	8,518 -199	-2%	-$11.7K	0.04%	309
2023 Q2	$514K	Sell	8,717 -568	-6%	-$34K	0.04%	293
2023 Q1	$553K	Buy	9,285 +94	+1%	+$5.58K	0.05%	267
2022 Q4	$519K	Buy	9,191 +1,397	+18%	+$75K	0.05%	235
2022 Q3	$380K	Sell	7,794 -1,766	-18%	-$96.8K	0.04%	258
2022 Q2	$522K	Sell	9,560 -1,943	-17%	-$118K	0.05%	235
2022 Q1	$763K	Sell	11,503 -58	-0.5%	-$3.94K	0.06%	200
2021 Q4	$845K	Buy	11,561 +510	+5%	+$37.9K	0.07%	176
2021 Q3	$822K	Buy	11,051 +2,725	+33%	+$207K	0.08%	147
2021 Q2	$617K	Buy	8,326 +2,159	+35%	+$162K	0.06%	179
2021 Q1	$443K	Buy	6,167 +1,313	+27%	+$93.2K	0.05%	208
2020 Q4	$332K	Buy	+4,854	New	+$306K	0.04%	221

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 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

Visionary Wealth Advisors's SCZ Position: Q1 2024 in Review

Visionary Wealth Advisors sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2024, closing a stake of 7,969 shares — an estimated $493K sold.

Visionary Wealth Advisors first reported a position in SCZ in Q4 2020 and held it in 13 quarters. The position peaked at $845K in Q4 2021. 681 funds tracked by Wall St. Rank hold SCZ as of Q1 2024.

Visionary Wealth Advisors reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
Visionary Wealth Advisors sold 7,969 iShares MSCI EAFE Small-Cap ETF shares in Q1 2024, an estimated $493K.
Visionary Wealth Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2020 and held it in 13 quarters.
Visionary Wealth Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $845K in Q4 2021.
681 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2024.

Based on Visionary Wealth Advisors's 13F filing for Q1 2024, filed 15 May 2024.