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

Global Retirement Partners LLC has significantly raised its holdings in the iShares MSCI EAFE Small-Cap ETF (NASDAQ:SCZ) by 22.7% during the third quarter of the year, as reported by HoldingsChannel.com. Following this increase, the firm now owns a total of 34,159 shares of the ETF after purchasing an additional 6,309 shares. Valued at approximately $2,313,000 according to their latest filing with the Securities and Exchange Commission (SEC), this investment exemplifies Global Retirement Partners LLC's confidence in the financial product.

In addition to Global Retirement Partners LLC, several other hedge funds have also made adjustments to their stakes in SCZ. For instance, Kingsview Wealth Management LLC enhanced its holdings by 2.1% during the first quarter, bringing its total to 7,633 shares, valued at $483,000 after acquiring an extra 159 shares in the last quarter. Similarly, Magnus Financial Group LLC increased their position by 1.3% in the second quarter, holding 13,218 shares worth $815,000 after purchasing 166 additional shares.

Furthermore, Compass Ion Advisors LLC raised its stake by 3.4% during the second quarter, owning 5,913 shares valued at $374,000 following a purchase of 196 shares. Ascent Group LLC saw an increase of 6.4% in its holdings, ending up with 3,393 shares, valued at $209,000 after acquiring an additional 203 shares. Finally, Strategic Blueprint LLC boosted its position by 1.4% in the second quarter, now owning 15,127 shares valued at $932,000 after acquiring 207 shares during the period.

Performance Overview of iShares MSCI EAFE Small-Cap ETF

Recently, shares of NASDAQ:SCZ opened at $65.78. The ETF has shown stable trading performance with a 50-day moving average of $65.67 and a 200-day moving average of $63.78. iShares MSCI EAFE Small-Cap ETF currently boasts a market capitalization of $9.09 billion, alongside a P/E ratio of 12.38 and a beta of 0.96. The ETF has traded within a range, hitting a twelve-month low of $52.21 and a high of $68.32.

About iShares MSCI EAFE Small-Cap ETF

The iShares MSCI EAFE Small-Cap ETF is designed to track the investment performance of small-capitalization companies in developed markets excluding the United States and Canada. This ETF offers investors exposure to a diverse range of smaller companies from various sectors, helping to balance risk and opportunity in international investments.

Continuous Monitoring of iShares MSCI EAFE Small-Cap ETF Holdings

Investors who wish to keep track of their investments can monitor the latest 13F filings and insider trading activities for iShares MSCI EAFE Small-Cap ETF. This information can be crucial for understanding market movements and making informed decisions.

investment, ETF, holdings