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Wetzel Investment Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Wetzel Investment Advisors’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
Q3 		– Sell
-197
Closed -$12.5K – 753
2024
Q2 		$12.5K Hold
197
– – 0.01% 427
2024
Q1 		$11.9K Hold
197
– – 0.01% 490
2023
Q4 		$12K Buy
+197
New +$11.3K 0.01% 487

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Wetzel Investment Advisors's SCZ Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2024, closing a stake of 197 shares — an estimated $12.5K sold.

Wetzel Investment Advisors first reported a position in SCZ in Q4 2023 and held it in 3 quarters. The position peaked at $12.5K in Q2 2024. 691 funds tracked by Wall St. Rank hold SCZ as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 197 iShares MSCI EAFE Small-Cap ETF shares in Q3 2024, an estimated $12.5K.
  • Wetzel Investment Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $12.5K in Q2 2024.
  • 691 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.