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Watershed Private Wealth’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Watershed Private Wealth’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
-3,714
Closed -$230K – 129
2023
Q4 		$230K Sell
3,714
-1,800
-33% -$103K 0.13% 100
2023
Q3 		$311K Hold
5,514
– – 0.19% 77
2023
Q2 		$325K Buy
+5,514
New +$330K 0.2% 70

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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Watershed Private Wealth's SCZ Position: Q1 2024 in Review

Watershed Private Wealth sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2024, closing a stake of 3,714 shares — an estimated $230K sold.

Watershed Private Wealth first reported a position in SCZ in Q2 2023 and held it in 3 quarters. The position peaked at $325K in Q2 2023. 683 funds tracked by Wall St. Rank hold SCZ as of Q1 2024.

  • Watershed Private Wealth reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Watershed Private Wealth sold 3,714 iShares MSCI EAFE Small-Cap ETF shares in Q1 2024, an estimated $230K.
  • Watershed Private Wealth first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2023 and held it in 3 quarters.
  • Watershed Private Wealth's iShares MSCI EAFE Small-Cap ETF position peaked at $325K in Q2 2023.
  • 683 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2024.

Based on Watershed Private Wealth's 13F filing for Q1 2024, filed 7 May 2024.