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

W Advisors 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
2022
Q3 		– Sell
-3,708
Closed -$202K – 108
2022
Q2 		$202K Sell
3,708
-343
-8% -$20.8K 0.17% 103
2022
Q1 		$268K Hold
4,051
– – 0.2% 89
2021
Q4 		$296K Buy
+4,051
New +$301K 0.22% 83

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

W Advisors LLC's SCZ Position: Q3 2022 in Review

W Advisors LLC sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2022, closing a stake of 3,708 shares — an estimated $202K sold.

W Advisors LLC first reported a position in SCZ in Q4 2021 and held it in 3 quarters. The position peaked at $296K in Q4 2021. 631 funds tracked by Wall St. Rank hold SCZ as of Q3 2022.

  • W Advisors LLC reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • W Advisors LLC sold 3,708 iShares MSCI EAFE Small-Cap ETF shares in Q3 2022, an estimated $202K.
  • W Advisors LLC first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and held it in 3 quarters.
  • W Advisors LLC's iShares MSCI EAFE Small-Cap ETF position peaked at $296K in Q4 2021.
  • 631 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2022.

Based on W Advisors LLC's 13F filing for Q3 2022, filed 24 Oct 2022.