WorthPointe’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

WorthPointe’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 Q1	–	Sell	-6,459	Closed	-$479K	–	54
2021 Q4	$479K	Buy	+6,459	New	+$480K	0.43%	26

Other funds holding SCZ

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

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MMI

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WorthPointe's SCZ Position: Q1 2022 in Review

WorthPointe sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q1 2022, closing a stake of 6,459 shares — an estimated $479K sold.

WorthPointe first reported a position in SCZ in Q4 2021 and held it in 1 quarter. The position peaked at $479K in Q4 2021. 698 funds tracked by Wall St. Rank hold SCZ as of Q1 2022.

WorthPointe reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q1 2022 after selling out during the quarter.
WorthPointe sold 6,459 iShares MSCI EAFE Small-Cap ETF shares in Q1 2022, an estimated $479K.
WorthPointe first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2021 and held it in 1 quarter.
WorthPointe's iShares MSCI EAFE Small-Cap ETF position peaked at $479K in Q4 2021.
698 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2022.

Based on WorthPointe's 13F filing for Q1 2022, filed 4 May 2022.