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

WealthOne’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 Q2	–	Sell	-5,615	Closed	-$403K	–	136
2021 Q1	$403K	Buy	+5,615	New	+$399K	0.17%	78

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WealthOne's SCZ Position: Q2 2021 in Review

WealthOne sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2021, closing a stake of 5,615 shares — an estimated $403K sold.

WealthOne first reported a position in SCZ in Q1 2021 and held it in 1 quarter. The position peaked at $403K in Q1 2021. 631 funds tracked by Wall St. Rank hold SCZ as of Q2 2021.

WealthOne reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2021 after selling out during the quarter.
WealthOne sold 5,615 iShares MSCI EAFE Small-Cap ETF shares in Q2 2021, an estimated $403K.
WealthOne first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2021 and held it in 1 quarter.
WealthOne's iShares MSCI EAFE Small-Cap ETF position peaked at $403K in Q1 2021.
631 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2021.

Based on WealthOne's 13F filing for Q2 2021, filed 26 Jul 2021.