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

Wealth Quarterback’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
2021
Q3 		$1K Hold
12
– – ﹤0.01% 803
2021
Q2 		$1K Buy
+12
New +$901 ﹤0.01% 817
2020
Q2 		– Sell
-12
Closed -$538 – 637
2020
Q1 		$538 Hold
12
– – ﹤0.01% 884
2019
Q4 		$747 Buy
+12
New +$721 ﹤0.01% 878

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.89T AUM 35.08% 1-Year Est. Return

Wealth Quarterback's SCZ Position: Q3 2021 in Review

Wealth Quarterback held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q3 2021 at 12 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #803.

Wealth Quarterback first reported a position in SCZ in Q4 2019 and has held it in 4 quarters since. 647 funds tracked by Wall St. Rank hold SCZ as of Q3 2021.

  • Wealth Quarterback held 12 shares of iShares MSCI EAFE Small-Cap ETF worth $1K as of Q3 2021.
  • Wealth Quarterback left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q3 2021.
  • iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #803 holding.
  • Wealth Quarterback first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2019 and has held it in 4 quarters since.
  • 647 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.