VF
SCZ icon

VitalStone Financial’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

VitalStone Financial’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
2023
Q4 		– Sell
-381
Closed -$21K – 578
2023
Q3 		$21K Sell
381
-200
-34% -$11.8K 0.02% 193
2023
Q2 		$35K Sell
581
-1,399
-71% -$83.7K 0.02% 412
2023
Q1 		$143K Buy
1,980
+983
+99% +$58.4K 0.12% 76
2022
Q4 		$56K Buy
+997
New +$53.5K 0.04% 147

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

VitalStone Financial's SCZ Position: Q4 2023 in Review

VitalStone Financial sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2023, closing a stake of 381 shares — an estimated $21K sold.

VitalStone Financial first reported a position in SCZ in Q4 2022 and held it in 4 quarters. The position peaked at $143K in Q1 2023. 709 funds tracked by Wall St. Rank hold SCZ as of Q4 2023.

  • VitalStone Financial reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2023 after selling out during the quarter.
  • VitalStone Financial sold 381 iShares MSCI EAFE Small-Cap ETF shares in Q4 2023, an estimated $21K.
  • VitalStone Financial first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2022 and held it in 4 quarters.
  • VitalStone Financial's iShares MSCI EAFE Small-Cap ETF position peaked at $143K in Q1 2023.
  • 709 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2023.

Based on VitalStone Financial's 13F filing for Q4 2023, filed 14 Feb 2024.