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

WealthPLAN 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
Q3 		– Sell
-275
Closed -$16.2K – 1001
2023
Q2 		$16.2K Buy
275
+44
+19% +$2.63K ﹤0.01% 719
2023
Q1 		$13.7K Buy
+231
New +$13.7K ﹤0.01% 785
2016
Q3 		$80.4K Buy
1,534
+708
+86% +$35.9K 0.03% 258
2016
Q2 		$40 Buy
+826
New +$41.5K ﹤0.01% 2458
2015
Q2 		$74K Buy
+1,460
New +$76.1K 0.03% 148

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WealthPLAN Partners's SCZ Position: Q3 2023 in Review

WealthPLAN Partners sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2023, closing a stake of 275 shares — an estimated $16.2K sold.

WealthPLAN Partners first reported a position in SCZ in Q2 2015 and held it in 5 quarters. The position peaked at $80.4K in Q3 2016. 651 funds tracked by Wall St. Rank hold SCZ as of Q3 2023.

  • WealthPLAN Partners reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 275 iShares MSCI EAFE Small-Cap ETF shares in Q3 2023, an estimated $16.2K.
  • WealthPLAN Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2015 and held it in 5 quarters.
  • WealthPLAN Partners's iShares MSCI EAFE Small-Cap ETF position peaked at $80.4K in Q3 2016.
  • 651 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.