Upper Left Wealth Management LLC Makes New $305,000 Investment in iShares MSCI EAFE Small-Cap ETF (NASDAQ:SCZ)

Upper Left Wealth Management LLC bought a new stake in iShares MSCI EAFE Small-Cap ETF (NASDAQ:SCZ) during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 5,024 shares of the company’s stock, valued at approximately $305,000.

Several other large investors have also made changes to their positions in SCZ. JPMorgan Chase & Co. raised its position in iShares MSCI EAFE Small-Cap ETF by 1,121.8% in the 3rd quarter. JPMorgan Chase & Co. now owns 1,308,857 shares of the company’s stock valued at $88,610,000 after purchasing an additional 1,201,734 shares during the last quarter. Wellington Management Group LLP raised its holdings in shares of iShares MSCI EAFE Small-Cap ETF by 112.4% in the third quarter. Wellington Management Group LLP now owns 686,988 shares of the company’s stock valued at $46,509,000 after buying an additional 363,541 shares during the last quarter. Arvest Bank Trust Division bought a new position in shares of iShares MSCI EAFE Small-Cap ETF in the third quarter valued at about $22,617,000. Modera Wealth Management LLC lifted its position in iShares MSCI EAFE Small-Cap ETF by 6.8% during the 3rd quarter. Modera Wealth Management LLC now owns 2,271,038 shares of the company’s stock worth $153,749,000 after buying an additional 144,223 shares in the last quarter. Finally, HighTower Advisors LLC grew its holdings in iShares MSCI EAFE Small-Cap ETF by 12.6% during the 3rd quarter. HighTower Advisors LLC now owns 810,652 shares of the company’s stock worth $54,892,000 after acquiring an additional 90,827 shares during the last quarter.

iShares MSCI EAFE Small-Cap ETF Trading Up 1.4 %

Shares of NASDAQ SCZ opened at $63.20 on Friday. iShares MSCI EAFE Small-Cap ETF has a 1-year low of $58.79 and a 1-year high of $68.32. The company has a 50-day moving average of $61.87 and a two-hundred day moving average of $63.59. The company has a market cap of $8.62 billion, a PE ratio of 12.38 and a beta of 0.96.

iShares MSCI EAFE Small-Cap ETF Dividend Announcement

The company also recently disclosed a dividend, which was paid on Friday, December 20th. Shareholders of record on Tuesday, December 17th were given a $1.2268 dividend. The ex-dividend date was Tuesday, December 17th.

iShares MSCI EAFE Small-Cap ETF Company Profile

Santacruz Silver Mining Ltd. is a Canada-based company engaged in the operation, exploration and commercial exploitation of mining concessions in Mexico, with a primary focus on silver, but also, including gold, lead and zinc. The Company is focused on its producing property, the Rosario Mine. In addition, the Company is also exploring three other mineral properties, being the San Felipe Project, which is an advanced-stage project; the Gavilanes Project, which is an exploration project, and the El Gachi Property, which is an early-stage exploration project.