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White Wing Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

White Wing 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
2024
Q4 		– Sell
-3,432
Closed -$232K – 29
2024
Q3 		$232K Sell
3,432
-1,920
-36% -$124K 0.18% 26
2024
Q2 		$330K Sell
5,352
-19,712
-79% -$1.24M 0.26% 24
2024
Q1 		$1.58M Sell
25,064
-32,130
-56% -$1.97M 1.31% 13
2023
Q4 		$3.5M Buy
+57,194
New +$3.27M 3.22% 9

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

White Wing Wealth Management's SCZ Position: Q4 2024 in Review

White Wing Wealth Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2024, closing a stake of 3,432 shares — an estimated $232K sold.

White Wing Wealth Management first reported a position in SCZ in Q4 2023 and held it in 4 quarters. The position peaked at $3.5M in Q4 2023. 706 funds tracked by Wall St. Rank hold SCZ as of Q4 2024.

  • White Wing Wealth Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • White Wing Wealth Management sold 3,432 iShares MSCI EAFE Small-Cap ETF shares in Q4 2024, an estimated $232K.
  • White Wing Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and held it in 4 quarters.
  • White Wing Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $3.5M in Q4 2023.
  • 706 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2024.

Based on White Wing Wealth Management's 13F filing for Q4 2024, filed 3 Feb 2025.