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WR Wealth Planners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

WR Wealth Planners’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 		$1.22K Hold
20
– – ﹤0.01% 910
2024
Q3 		$1.35K Hold
20
– – ﹤0.01% 949
2024
Q2 		$1.23K Hold
20
– – ﹤0.01% 938
2024
Q1 		$1.27K Buy
+20
New +$1.22K ﹤0.01% 941
2023
Q1 		– Sell
-20
Closed -$1.13K – 950
2022
Q4 		$1.13K Buy
+20
New +$1.07K ﹤0.01% 425

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

WR Wealth Planners's SCZ Position: Q4 2024 in Review

WR Wealth Planners held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q4 2024 at 20 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #910.

WR Wealth Planners first reported a position in SCZ in Q4 2022 and has held it in 5 quarters since. The position peaked at $1.35K in Q3 2024. 706 funds tracked by Wall St. Rank hold SCZ as of Q4 2024.

  • WR Wealth Planners held 20 shares of iShares MSCI EAFE Small-Cap ETF worth $1.22K as of Q4 2024.
  • WR Wealth Planners left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q4 2024.
  • iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #910 holding.
  • WR Wealth Planners first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2022 and has held it in 5 quarters since.
  • WR Wealth Planners's iShares MSCI EAFE Small-Cap ETF position peaked at $1.35K in Q3 2024.
  • 706 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.