WF
SCZ icon

Welch & Forbes’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Welch & Forbes’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
-3,808
Closed -$225K – 377
2023
Q2 		$225K Buy
3,808
+44
+1% +$2.63K ﹤0.01% 357
2023
Q1 		$224K Buy
+3,764
New +$223K ﹤0.01% 351

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

Welch & Forbes's SCZ Position: Q3 2023 in Review

Welch & Forbes sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2023, closing a stake of 3,808 shares — an estimated $225K sold.

Welch & Forbes first reported a position in SCZ in Q1 2023 and held it in 2 quarters. The position peaked at $225K in Q2 2023. 651 funds tracked by Wall St. Rank hold SCZ as of Q3 2023.

  • Welch & Forbes reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Welch & Forbes sold 3,808 iShares MSCI EAFE Small-Cap ETF shares in Q3 2023, an estimated $225K.
  • Welch & Forbes first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2023 and held it in 2 quarters.
  • Welch & Forbes's iShares MSCI EAFE Small-Cap ETF position peaked at $225K in Q2 2023.
  • 651 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2023.

Based on Welch & Forbes's 13F filing for Q3 2023, filed 3 Nov 2023.