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

WealthShield 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
2024
Q1 		– Sell
-1,067
Closed -$66K – 507
2023
Q4 		$66K Sell
1,067
-5,162
-83% -$295K 0.01% 344
2023
Q3 		$352K Sell
6,229
-603
-9% -$35.6K 0.05% 237
2023
Q2 		$403K Sell
6,832
-481
-7% -$28.8K 0.06% 220
2023
Q1 		$435K Sell
7,313
-1,861
-20% -$110K 0.07% 220
2022
Q4 		$518K Sell
9,174
-1,872
-17% -$100K 0.1% 189
2022
Q3 		$539K Sell
11,046
-44,725
-80% -$2.45M 0.11% 188
2022
Q2 		$3.04M Buy
55,771
+5,440
+11% +$329K 0.6% 39
2022
Q1 		$3.34M Buy
+50,331
New +$3.42M 0.53% 45
2020
Q4 		– Sell
-14
Closed -$1K – 390
2020
Q3 		$1K Hold
14
– – ﹤0.01% 385
2020
Q2 		$1K Sell
14
-291
-95% -$14.7K ﹤0.01% 320
2020
Q1 		$14K Hold
305
– – 0.01% 219
2019
Q4 		$19K Buy
305
+14
+5% +$841 0.01% 236
2019
Q3 		$17K Hold
291
– – 0.01% 227
2019
Q2 		$17K Sell
291
-282
-49% -$16.3K 0.01% 201
2019
Q1 		$33K Sell
573
-188
-25% -$10.5K 0.02% 206
2018
Q4 		$39K Sell
761
-82
-10% -$4.59K 0.03% 168
2018
Q3 		$53K Sell
843
-438
-34% -$27.4K 0.03% 166
2018
Q2 		$80K Hold
1,281
– – 0.05% 144
2018
Q1 		$84K Sell
1,281
-410
-24% -$27.1K 0.05% 137
2017
Q4 		$110K Buy
+1,691
New +$106K 0.07% 137

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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 $544B AUM 28.31% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WealthShield Partners's SCZ Position: Q1 2024 in Review

WealthShield Partners sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2024, closing a stake of 1,067 shares — an estimated $66K sold.

WealthShield Partners first reported a position in SCZ in Q4 2017 and held it in 20 quarters. The position peaked at $3.34M in Q1 2022. 682 funds tracked by Wall St. Rank hold SCZ as of Q1 2024.

  • WealthShield Partners reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • WealthShield Partners sold 1,067 iShares MSCI EAFE Small-Cap ETF shares in Q1 2024, an estimated $66K.
  • WealthShield Partners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2017 and held it in 20 quarters.
  • WealthShield Partners's iShares MSCI EAFE Small-Cap ETF position peaked at $3.34M in Q1 2022.
  • 682 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2024.

Based on WealthShield Partners's 13F filing for Q1 2024, filed 29 Apr 2024.