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Western Pacific Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Western Pacific Wealth Management’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
Q2 		– Sell
-4
Closed -$238 – 304
2023
Q1 		$238 Buy
+4
New +$237 ﹤0.01% 296

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Western Pacific Wealth Management's SCZ Position: Q2 2023 in Review

Western Pacific Wealth Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2023, closing a stake of 4 shares — an estimated $238 sold.

Western Pacific Wealth Management first reported a position in SCZ in Q1 2023 and held it in 1 quarter. The position peaked at $238 in Q1 2023. 667 funds tracked by Wall St. Rank hold SCZ as of Q2 2023.

  • Western Pacific Wealth Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Western Pacific Wealth Management sold 4 iShares MSCI EAFE Small-Cap ETF shares in Q2 2023, an estimated $238.
  • Western Pacific Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2023 and held it in 1 quarter.
  • Western Pacific Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $238 in Q1 2023.
  • 667 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2023.

Based on Western Pacific Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.