Global Retirement Partners LLC Increases Holdings in iShares MSCI EAFE Small-Cap ETF

In the third quarter of 2024, Global Retirement Partners LLC significantly raised its stake in the iShares MSCI EAFE Small-Cap ETF (NASDAQ:SCZ – Free Report) by 22.7%. This increase brought the firm's total ownership to 34,159 shares, following the purchase of an additional 6,309 shares during the quarter. As a result, Global Retirement Partners LLC's holdings in the ETF were valued at approximately $2,313,000, as indicated by their latest filing with the Securities and Exchange Commission (SEC).

Several other investment funds have also adjusted their positions in SCZ recently. For instance, Kingsview Wealth Management LLC enhanced its holdings in the ETF by 2.1% in the first quarter, now owning 7,633 shares worth about $483,000 after adding 159 shares. Meanwhile, Magnus Financial Group LLC increased its stake by 1.3% in the second quarter and currently holds 13,218 shares valued at $815,000 after acquiring 166 additional shares.

Moreover, Compass Ion Advisors LLC raised its ownership of iShares MSCI EAFE Small-Cap ETF by 3.4% during the same quarter, holding 5,913 shares worth approximately $374,000 after purchasing 196 more shares.
Ascent Group LLC also increased its position by 6.4%, now possessing 3,393 shares valued at $209,000 after acquiring 203 shares. Furthermore, Strategic Blueprint LLC added to its holdings by 1.4%, bringing their total to 15,127 shares worth $932,000 after acquiring an extra 207 shares.

Stock Performance Overview

On Friday, the shares of iShares MSCI EAFE Small-Cap ETF opened at $65.78. The ETF has recorded a 50-day moving average of $65.67 and a 200-day moving average of $63.78. It boasts a market capitalization of $9.09 billion, alongside a price-to-earnings (P/E) ratio of 12.38 and a beta of 0.96. Over the past year, the ETF reached a low of $52.21 and a high of $68.32.

About iShares MSCI EAFE Small-Cap ETF

The iShares MSCI EAFE Small-Cap ETF aims to track the investment results of an index composed of small-capitalization developed market equities, excluding the U.S. and Canada. This investment vehicle provides exposure to a diverse range of companies within various sectors, allowing investors to access international markets.

Investor Insights

For those interested in monitoring other hedge fund activities related to SCZ, it is advisable to check regularly for the latest 13F filings and insider trades regarding the iShares MSCI EAFE Small-Cap ETF.

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