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Waypoint Wealth Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Waypoint Wealth Partners’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
-10,322
Closed -$583K – 85
2023
Q3 		$583K Buy
+10,322
New +$609K 0.2% 32

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Bank of New York Mellon
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Fidelity Investments
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TIAA Trust, National Association
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MMI
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Waypoint Wealth Partners's SCZ Position: Q4 2023 in Review

Waypoint Wealth Partners sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2023, closing a stake of 10,322 shares — an estimated $583K sold.

Waypoint Wealth Partners first reported a position in SCZ in Q3 2023 and held it in 1 quarter. The position peaked at $583K in Q3 2023. 707 funds tracked by Wall St. Rank hold SCZ as of Q4 2023.

  • Waypoint Wealth Partners reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Waypoint Wealth Partners sold 10,322 iShares MSCI EAFE Small-Cap ETF shares in Q4 2023, an estimated $583K.
  • Waypoint Wealth Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2023 and held it in 1 quarter.
  • Waypoint Wealth Partners's iShares MSCI EAFE Small-Cap ETF position peaked at $583K in Q3 2023.
  • 707 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2023.

Based on Waypoint Wealth Partners's 13F filing for Q4 2023, filed 9 Feb 2024.