Wipfli Financial Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Wipfli Financial 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
2022 Q3	$829K	Buy	+16,990	New	+$932K	0.06%	145

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wipfli Financial Advisors's SCZ Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in iShares MSCI EAFE Small-Cap ETF (SCZ) in Q3 2022: 16,990 shares worth $829K. The stake represents 0.06% of the portfolio and ranks #145 among its holdings.

631 funds tracked by Wall St. Rank hold SCZ as of Q3 2022.

Wipfli Financial Advisors held 16,990 shares of iShares MSCI EAFE Small-Cap ETF worth $829K as of Q3 2022.
iShares MSCI EAFE Small-Cap ETF was a new Wipfli Financial Advisors position in Q3 2022.
iShares MSCI EAFE Small-Cap ETF made up 0.06% of Wipfli Financial Advisors's portfolio in Q3 2022, its #145 holding.
631 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.