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Accel Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Accel Wealth Management’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
2023
Q2 		– Sell
-149
Closed -$8.87K – 733
2023
Q1 		$8.87K Sell
149
-15
-9% -$891 ﹤0.01% 927
2022
Q4 		$9.27K Sell
164
-20
-11% -$1.07K ﹤0.01% 725
2022
Q3 		$9K Buy
184
+102
+124% +$5.59K ﹤0.01% 765
2022
Q2 		$4K Buy
82
+1
+1% +$61 ﹤0.01% 843
2022
Q1 		$5K Hold
81
– – ﹤0.01% 813
2021
Q4 		$6K Buy
81
+1
+1% +$74 ﹤0.01% 794
2021
Q3 		$6K Hold
80
– – ﹤0.01% 725
2021
Q2 		$6K Buy
80
+1
+1% +$75 ﹤0.01% 775
2021
Q1 		$6K Buy
79
+63
+394% +$4.47K ﹤0.01% 731
2020
Q4 		$1K Buy
+16
New +$1.01K ﹤0.01% 817

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Accel Wealth Management's SCZ Position: Q2 2023 in Review

Accel Wealth Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2023, closing a stake of 149 shares — an estimated $8.87K sold.

Accel Wealth Management first reported a position in SCZ in Q4 2020 and held it in 10 quarters. The position peaked at $9.27K in Q4 2022. 668 funds tracked by Wall St. Rank hold SCZ as of Q2 2023.

  • Accel Wealth Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 149 iShares MSCI EAFE Small-Cap ETF shares in Q2 2023, an estimated $8.87K.
  • Accel Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $9.27K in Q4 2022.
  • 668 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.