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Windham Capital Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Windham Capital 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
Q3 		– Sell
-15,849
Closed -$977K – 18
2024
Q2 		$977K Hold
15,849
– – 0.76% 28
2024
Q1 		$1M Hold
15,849
– – 0.79% 28
2023
Q4 		$981K Hold
15,849
– – 0.36% 56
2023
Q3 		$895K Hold
15,849
– – 0.36% 57
2023
Q2 		$935K Hold
15,849
– – 0.36% 57
2023
Q1 		$943K Buy
+15,849
New +$941K 0.38% 59

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

Windham Capital Management's SCZ Position: Q3 2024 in Review

Windham Capital Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2024, closing a stake of 15,849 shares — an estimated $977K sold.

Windham Capital Management first reported a position in SCZ in Q1 2023 and held it in 6 quarters. The position peaked at $1M in Q1 2024. 692 funds tracked by Wall St. Rank hold SCZ as of Q3 2024.

  • Windham Capital Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Windham Capital Management sold 15,849 iShares MSCI EAFE Small-Cap ETF shares in Q3 2024, an estimated $977K.
  • Windham Capital Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q1 2023 and held it in 6 quarters.
  • Windham Capital Management's iShares MSCI EAFE Small-Cap ETF position peaked at $1M in Q1 2024.
  • 692 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2024.

Based on Windham Capital Management's 13F filing for Q3 2024.